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How to Search for a User

 

It’s easy to search for and find a user in your Regpack system.

 

To begin, make sure you are in the User Management interface by selecting the “Users” tab located to the right of the Regpack logo.

 

 

There is a search field located on the right side of the Admin interface (on the same level as the Regpack logo).

 

You can search by first or last name to find any of your applicants. Click the X to the right of the search field to clear the search.

 

search for a user

 

After you have typed the name you are searching for, either click the magnifying glass or hit enter. Your search results will appear in the User Management Screen.

 

In a family system, you can search by the first and last name of any parent/head-unit or child/sub-unit. The results will show all matching results to your search query from your user list.

 

search for a user

 

Note that you cannot search on criteria beyond first name, last name or email address. For example, you cannot type in “New York” and find all users who have New York in their application. As noted below, you can easily filter for specific users with specific data criteria.

 

If you cannot locate the specific user you want, you can try to filter your user list to find the criteria your user matches. including age, gender, and more.

 

To filter your users, simply click the “Filter” button at the top of your user list. and then click “Filter Options” to create a new filter search. You can save the filter to use again if you would like. You can filter for users by:

 

  • Application information including application date, date of more recent action, application complete and more.
  • Ordered products and services
  • Which admin the user is assigned to
  • User status
  • Payments, including users who have a balance, who have paid something, or needs to be refunded
  • Super Star designations
  • Auto billing
  • Forms
  • Fields