Concur Invoice Professional Edition Administration Help

Searching for Attendees

To search for attendees using simple criteria:

  1. On the Search tab, select the criteria you want to search for, for example, by Last Name, First Name, etc. To further refine your search, add additional criteria to the second search line; for example, External ID, Last Name, etc.

  2. For a more targeted search, make a selection in the following list and enter the desired search text.

  3. From the Status list, select Active, Inactive or Active and Inactive.

  4. To search by who created the attendees, in the Created By field, start entering the name. A list of names displays. Select the appropriate name.

  5. Click Search. The list of attendees displays.

To perform an advanced search for attendees:

  1. On the Advanced Search tab, select the desired attendee type.

  2. Enter additional information to limit the search results to the appropriate attendee records. A full set of form fields for the attendee is available for entering search criteria.

  3. From the Status list, select Active, Inactive or Active and Inactive.

  4. To search by who created the attendees, in the Created By field, start entering the name. A list of names displays. Select the appropriate name.

  5. Click Search. The list of attendees displays.