Using Address to Search for Participants

The application utilizes a separate pop up participant search window whenever a user is required to enter a participant's details into the system. This search window allows the user to search for a participant using address details. For example, when creating or recording communications such as email, pro forma etc; address can be used to search for participants involved in the communication.

If a primary address for a participant is known, then the participant can be searched for using that address from the participant search page. Users can enter the first line of the address or the city to search for all participants at a certain address. All participants that share that address will then be shown. It is important to note that only a participant's primary postal address may be searched for. In the case of employers and prospect employers, only primary business addresses may be searched for.