Customize Search Window

The Search window which is used to find lists of people with common characteristics, can be customized in several ways:

1. You can change which fields of information are displayed on the grid
2. You can lock the first several columns so that they dont scroll
3. You can change which fields are included in the Quick Search drop down

Change Displayed Fields

Each Roll Call user can customize which fields are displayed in the Search Profiles window. To select or de-select fields for display, do the following:

1. Expand the People menu on the left sidebar.
2. Click on Search Profiles.
3. Click on the PREFS icon on the top.
4. Make sure you are on Grid tab.
5. Double click on any of the fields on the left to move them to the selected column. Or highlight it and click on the arrow pointing to the right.
6. To remove a field from the window, double click on it from the selected column to remove it. Or highlight it and click on the arrow pointing to the left.
7. Click SAVE & CLOSE button to save your preferences.

Lock Columns

Users now have the ability on a grid to lock the left most # of columns. This means that when you scroll to the right to view other columns, those columns locked will remain visible. This is handy when you have a bunch of columns and want to see who the data is for as you scroll. To set this:

1. Click on the on PREFS icon when the grid is displayed.
2. Set the number of locked columns. For example, if this is set to 2, then the 2 left most columns will not move when horizontally scrolling.

When this is set, the locked columns in the grid don’t have the scroll bar beneath them.

Quick Search

To add additional fields to the quick search drop down list, do the following:

1. Expand the People menu on the left sidebar.
2. Click on Search Profiles.
3. Click on the PREFS icon on the top.
4. Make sure you are on Quick Search tab.
5. Double click on any of the fields on the left to move them to the selected column.
6. To remove a field from the list, double click on it from the selected column to remove it.
7. Click SAVE & CLOSE button to save your preferences.