Using Custom Search > Search for Applicants using Custom View

Use the Applicants tab in the Admissions module to search for applicants by any custom search fields you may have setup.

The fields available in the Custom View tab depend on your system's configuration. Customise the fields available using the Configuration tab.

To search for applicants by custom search field, follow the steps below:

1. In the Admissions module, select the Applicant tab.
2. Click Custom Search and select the Custom View tab.
   The Manage Applicants: Custom View screen is displayed:
   

3. Use the filters available to define your search criteria. The  icon indicates that the Data Selector Tool is available to save you time. Start typing to display a list of options.

   The fields available depend on your system's configuration. Customise the fields available using the Configuration tab.

4. Either:
   • Click Execute Search.
     or
   • Click Execute & Save Search to save the search. Enter a name and description for the search in the window displayed and click OK. This saves time if you intend to use the records again.
   Your selected applicant records are displayed:
   
5. Use the grouping tools to organise the applicant records displayed, if required:
   
6. Click in a selected column in the header bar to change the order that records are listed, if required:
   Your selections are applied to the applicant records listed.
7. You are now ready to use the records list, as required. See Understanding the Applicants Records List for more information.

• Saved searches are listed in Custom Search under the Saved tab. Your searches are listed by the names you specified when you saved them. See Using Saved Applicant and Parent Searches for more information.
• Click Reset Search to clear any search criteria you have entered.