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By default, the classes module will display the classes that the user has recently viewed and show upcoming activities. There are two ways to search customer records; Quick Search, and Advanced Search.
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 Info
  • Text manually entered in the "Search" field will be used to search the following fields: Description, Display Name, Class Type, Category, Marketing Description, Instructor and Registration Number.
  • Classes will NOT be returned if the Registration End Date is prior to today's date. 

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Quick Search
  1. The quick search is used by typing text in the search box and hit enter. The search checks the entered text against applicable fields on ALL classes and will any possible matches occurring in the next 30 days.
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  2. When the search is executed it will list all classes that match on the entered text.
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After the list of search results will be a list of recently viewed classes.
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  1. Perform more in-depth searches by expanding the advanced search dialog.
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  2. The advanced search allows users to specify values for fields.
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  3. Click search and the customer record fields matching will be listed.
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 Info
When users perform an advanced search the query text used will be displayed. Users can manually modify these or open the advanced search to adjust the parameters.
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