Search for SEP Users

This article outlines how to search for SEP users in ParishSOFT, including selecting search targets, entering criteria, and viewing results in the Users grid.

  1. Open the Settings page. Select the Users tile.
  2. Above the Users grid, click drop down arrow.png in the Search field.
  3. On the displayed menu, select at least one of the search targets. For example, to search for a person by their phone number, select Phone::
    users search dropdown.png
  4. Type the desired value into the Search field.
  5. Click apply button.png.

The system looks for individuals that match your search criteria and updates the grid with the results.

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