The Personnel search provides fields for finding a person classified as Our Personnel by your firm. Users can narrow the search by name, office, and other fields. Only contacts assigned the Our Personnel contact type will be found when using this search.
The following table summarizes how the default fields on the Personnel search map to InterAction fields.
Note that in addition to any criteria the user enters in the fields, the search only finds contacts that have the Our Personnel contact type.
| Form Field | Corresponding InterAction Fields |
|---|---|
| First Name | The first name for a person. This searches the First Name field in InterAction. |
| Last Name | The last name for a person. This searches the Last Name field in InterAction. |
| Office |
The Office additional field in the Personnel Information folder. In a new installation, the Office field does not have any list items. For details, see Firm-Specific List Items for Additional Fields. To customize the list, add or edit the list items for the Office additional field in the Personnel Information folder. |
| Practice Group/Department |
The Practice Group\Dept. (All) field in the Personnel Information folder. Note that this is separate from the Practice Group\Dept. (Primary) field. In a new installation, the Practice Group\Dept. (All) field does not have any list items. For details, see Firm-Specific List Items for Additional Fields. Note the department information for your firm’s personnel should be entered in this additional field, not in the “Department” field included on every contact. The Department field is primarily provided for contacts outside of your firm, where it would be impractical to maintain a drop-down list. |
| Level | The Level additional field in the Personnel Information folder. In a new installation, the Level field does not have any list items. |
| Include Activities/Appointments in this search | Check box that displays activity criteria fields. This can be used to find personnel based on activity criteria. |
Other Settings
The preview pane results display for this search form displays the out-of-the-box personnel profile.
This form has one results page parameter:
| Parameter | Meaning |
|---|---|
| gridId=cm-employees-grid | This sets the grid used for the results page. |