Searching for Resources Groups and Teams

This chapter covers the following topics:

• Performing a Simple Search
• Performing an Advanced Search

Performing a Simple Search

The simple search tool is the default start page for resources of category Employee, Party, Partner, and Supplier Contact as well as for Groups and Teams. To perform a simple search, navigate to the Resources tab and then click the appropriate subtab for the resource category, group or team you wish to locate. Enter the resource, group, or team name in the search field and click the Go button.

Performing an Advanced Search

Perform the following to launch an advanced search for resources, groups, or teams:

Note: The Preferred Name field displays only if the value of the profile "JTFRS: Resource Lookup Audience" is "ADMIN".

Responsibility

CRM Application Foundation User

Steps

1. Navigate to the Resources tab click the appropriate subtab depending on the resource category, group or team you wish to locate and click the Advanced Search button. Categories include:

   • Employees

   • Parties

   • Partners

   • Supplier Contacts

   • Groups

   • Teams

2. Enter the appropriate search criteria and click the Go button. Typically the advanced search feature includes several additional fields such as Manager, Email, or Active Dates.