HIMSS - Search and Append Records

HIMSS - Search and Append Records

Search is a powerful tool for quickly generating a list of participants meeting select criteria. Use the Quick Edit/Export Spreadsheet feature to edit information for a group of participants or to generate ad hoc reports. 

Important Notes About Searching Records

  1. Fields from multiple tabs in the Edit Search Criteria screen can be combined to find the information you need.
  2. Only participants that match ALL criteria entered in a search will be found.
  3. If a search finds in more than 1,000 matching records, the print mailing labels and print file folder labels buttons will be disabled. Additionally, the performance of other features may be affected.

Find Records That Match Certain Criteria

  1. In the left-hand navigation menu, click ‘Search’



  2. Click ‘Edit Search Criteria’ and the window below will appear



  3. Use the criteria tabs to locate specific fields and enter values for the participants you want to find
  4. Click ‘Find Records.’ The search results will be displayed in gray as shown below



Append Records

If desired, to add names to the current search results with a different search, first click ‘Edit Search Criteria’ again. Clear the existing search criteria in the various tabs and enter new criteria. Then click the green ‘Append Records’ button and the new search results will be added to the previous results as show to the right.



Once search results have been returned, there are numerous options of what to do with the results.
  1. Print a demographics report
  2. Generate links for taking surveys via the survey portal
  3. Create mailing / file folder labels
  4. Generate a custom report / export
  5. Send mass notifications
  6. Use Quick Edit to update registration information

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