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How-To Use The Filter Look Up Feature In CardExchange® Controller

How-To Use The Filter Look Up Feature In CardExchange® Controller

Databases can have a large number of records, and organizations can have a large number of individuals in many locations. When the sheer volume of databases gets out of hand, our CardExchange® Controller’s advanced filtering options help you drill down to find the individuals’ information you need.

If you already know a keyword of what you are looking for, quickly search the keyword by entering them here:

Keyword Search Screengrab

If a database contains this keyword, it will pop up in your filter results.

Apply advanced search options to look for specific criteria, which you can also save to be used later. To get started, just click on the “Advanced Search” icon which will open up this window:

Advanced Search Screengrab

  • Person: View individuals based on their personal information (name, birth date, gender, etc.)
  • Profile: View individuals based on their profile (email, department, location, etc.)
  • Address: View individuals based on their region (street address, postal code, country, etc.)
  • Card: View individuals based on their card information (card number, credential type, status, etc.)

These filters offer a different way of filtering such as narrowing down the card production processes – filter the card status to see which card still needs to be put into production.

Pro Tip: Keep in mind that you can also save your filters by clicking on “Save Search” after you filled in all filters you need in the Advanced Search window.

Go ahead and try it out now!

TOPICS

CATEGORY

AUTHOR
Yasmijn Oosterhof

PUBLISHED
19 April 2022

MODIFIED
19 April 2022

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