|
|
|
|
|
Let’s begin by answering the phone.
[Operator] How may I help you?
[Man calling] My name is Marcus Velásquez, and I’m calling because I want to verify my upcoming assignments.
[Operator] Of course Mr. Velásquez, let me open up VSys One, so that we can look up your information.
While you have Mr. Velásquez on the line, start VSys One. Go to the Person lookup panel, and click on By personal data – name, date of birth, address, phone number, e-mail address, etc.
Under Family name, type in the family name "Velasquez" then click on the Search button or hit the Enter key. VSys brings up all of the people who have a family name that matches, begins with or sounds like "Velasquez". Since we found the record we're looking for, we can simply click on the name, and be taken directly into the record and view or modify the person. If more people appeared in the results, we could sort them in a variety of ways in order to narrow down our options. Clicking on any of the heading tabs (for example, Name, DOB, Sex, Type, or Group) will sort the records by that field.
You don't have to enter the person's complete last name to search. By entering just the first few characters, VSys will find all of the people whose name begins with what you entered. This is especially useful if you're not sure how the name is spelled.
Other criteria
Entering a Date of birth brings up all people who were born on that date, regardless of the name criteria you enter. People who match both the name and date of birth criteria will sort towards the top of the list. Including a Company finds people who are employees of a company that begins with the values you enter (not a relationship search, this uses the Company field in the Profile Editor). Including a team name brings up teams with that name, and selecting a gender will only show those people who have that gender, or who have none recorded.
Use the Exclude filter to show inactive, archived, deceased or placeholder people. They are excluded by default. The Short ID/membership ID is a person's five-character alphanumeric ID which is assigned by VSys or the ID code of their memberships. The Short ID is not necessarily unique, but it is close, and makes a great way of finding people quickly. (You can see a person's Short ID on the top of their Personal data panel in the volunteer profile.)