How to Search for a User

it’s easy to search for and find a specific user in your regpack system note if you want to find a group of users that meet certain criteria, it’s best to use the “filter by” option you’ll begin in user management click on the “users” icon located on the left side of your screen the search bar will be at the top of your screen you can search by first name, last name, or email to find any of your applicants your search results will appear on the user management screen in a family system, you can search by the first and last name of any parent/head unit or child/sub unit the results will show all matching results to your search query from your user list note you cannot use the search bar for criteria beyond the first name, last name, or email address of your user however, you can easily filter for specific users with specific data points that you have collected example in a demographics form you’ve created, you have a field for users to enter their state now you want to search all of the users in the state of new york you’ll filter by forms & fields > select the field you want to search by (for this it’ll “state”) > type in the response (ny) now you’ll only see users who’ve responded to their state being ny search for a user using filters type a keyword or filter by one of the suggested options in the search bar in user management applications by application date, date of most recent action, application complete, application not complete, etc products/services it will list every product/service or discount you have created (you can start typing in a product/service name to find it faster) forms and fields it will list every form and field you have created (you can start typing in a form name, field label, or field value to find it faster) payments and autobill who has paid something, paid nothing and ordered something, paid all, needs to close balance, needs to be refunded, is currently on an autobill plan, not on an autobill plan, etc once you have selected a filter, you’ll have further options to select from, such as ordered, paid, locked, waitlisted, not paid, etc for products, or a list of options for multiple choice questions select all that you’d like to filter by remember you can specify if all the conditions need to be met or any of the conditions should be met click add condition to add another filter condition click and/or to determine if the users meet both condition or either you may add as many filter conditions as you find useful add a filter block to add a separate condition type this allows you to filter for users who meet multiple and conditions, or another set of conditions, or vice versa for example, you could filter by users who need to close their balance and are on an autobill plan (filter conditions) or have paid for the field trip product you can stack as many of these conditions and filter blocks as needed