Employee Finder Follow

The Employee Finder is used to locate and open the Employee Maintenance window for a specific Employee in order to view or edit its details.

After specifying the search criteria in the fields above and clicking the Find Now button, use the following table to help understand the data shown in the grid.


Column Description

Employee ID Displays abbreviated ID or code for this employee.

Employee Name Displays the full name of this employee.

Contact Displays an emergency contact name associated with this employee.

Phone Displays the primary phone number for this employee.

Branch Displays the primary branch where this employee works and has user access.

Available Displays the hours when the employee may be contacted.


Scroll down the list to find the record(s), highlight it (them), and then select one of the following options:

      Click the Edit Employee button to go to the Employee Maintenance window to edit the highlighted record.

      Click the Create New Employee button to add and employee.

      Click the Export to Excel button to export the grid to a MS Excel spreadsheet.

      Click Print List to Print a Finder List or generate a Customized Finder List.

      Click the Delete Employee(s) button to delete the highlighted records.


Search Criteria

Employee ID - In the Employee ID field, enter the abbreviated name of the employee.

Employee Name - Enter the name of the employee.

Primary Branch - Enter the primary branch where this employee works and has user access.

Employee Role - In the Employee Role field, enter the title or function (e.g., CSR, Sales Rep, or Installer) of the employee.

Show Employees for All Branches - Shown based on general application setting, if checked shows employees available in all branches instead of just the logged in branch.

View Deleted Employees - Whether to show employee records that have been 


Have more questions? Submit a request


Powered by Zendesk