Selecting Officers from the side menu will open the Officer List page. This page displays all the internal staff and external contact records that you are permitted to view and that match the filters set above the list.
The officer list displays any officers that match the filters set above the list. For each officer, the following details are shown:
The following searching and filtering options are available by default above the list. Once you have entered the necessary details, press Enter or select the icon to run the search and apply your filters.
Tags – Selecting the Search... box will open a drop-down menu where you can add multiple Tags to search by. The following search options are available:
Along with these, additional fields can be added by selecting More. Choosing a field will add it to the top bar, where it works like the filters explained above. The following fields are available:
Selecting More also shows an option to Export to Excel. Selecting this will generate an Excel Spreadsheet containing the details currently displayed in the list.
Selecting Create from above the officer list will open a window where you can Create a New Officer.
Selecting the ... icon by an officer in the list will open a menu with the following options: