Using the 'F' key within the CRM will bring up the 'Find Students' dialogue box, allowing you to use many identifiers to quickly find students within a second or two so you can view their student record card, call them, SMS them, email them, add a tag or a note, etc.
Multiple results from a search are often useful for 'micro-projects' like "calling all students with the tag [ready for a call]".
Type the keyboard shortcut "F" to search for one or many students:
(Note that your most recent 50 searches are always visible unless you clear them.)
Search for one or many students:
1. Format your search with the field, an equals sign and your search term. You can separate multiple search terms with a comma. All searches use the operator "OR" so "fullname=Marty McFly,Doc Brown" will find Marty and the Doc at the same time.
Hint: the search type is a 'contains' so if you type "First=Mar" you will find Marty, Martin, Martha etc. Also if you type "email=.ac.uk" you will find all students using their university email.
2. Fields you can search in:
first
last
fullname
crmid
dob
ucasid
misid
mob
tel
postcode
level
persona
stage
tag
team
user
uuid (short and long)
3. Your results appear in the Student Database app:
4. Click either view icon and you can now move between each record:
FAQ
Q. How can I quickly view a Student's Record from their Booking, Application or Request?
There are two ways of doing this.
Firstly, from inside an Event app, on the event's Registrant's page, you can click the black arrow:
Secondly, from the Student's card on a request, booking or application, click the triple dots and then click 'Jump to Student':
