Can staff be added to the search dropdown?

+1 vote
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asked Dec 8, 2025 in Tuition and Fundraising by mspitzer
Can staff be added to the search dropdown? Or what is the quickest way to search a staff member's account?

1 Answer

answered Dec 8, 2025 by Moshe Y

In Administration > Period > Classes, there is a dropdown with all staff members.
You can select a staff member, and then click the green button on the record — it will take you directly to that staff member’s account.

commented Dec 9, 2025 by mspitzer
That is not practical for a quick lookup. It's another screen to open. Also, we have a long list there sorted by display name. Some staff have a display name with their first name first, some with Mrs., some in Hebrew etc.

It also doesn't work for users that don't have access to administration.

Can there be a better way?
commented Dec 9, 2025 by Moshe Y

So I guess the Search screen in Accounts is the best option, since the dropdown includes only parents.

commented Dec 9, 2025 by yczehn

You can use the search filter in Accounts Search, it has many useful preset filters in drop down see picture below.

commented Dec 9, 2025 by mspitzer
Thank you for sharing! I was not aware of this filter.

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