You are here: PersonPoint Mobile App > 4 Finding a Cardholder in the PersonPoint App > SEARCH FOR CARDHOLDER - BY NAME

FIND PERSON BY NAME

 

FIND PERSON BY NAME:

 

 

The PERSONPOINT home screen defaults to the NAME SEARCH.

The operator can choose to search by department or by specific field if the name field is not successful.  

  1. Tap the Name button at top of screen as needed.
  2. Enter part or all of a cardholder’s first or last name.
The app will only pull back names that match the criteria you provide.
  • If you are not sure of spelling, try part of the name.
  • If you pull back a list that is too long, you can add letters to the FIRST NAME field or more letters to the LAST NAME in order to narrow your search.

 

EXAMPLE: if you type “Johns” into the LAST name field,

The app will pull back          

Johns

Johnson

Johnston

The app will NOT pull back

John

Jonson

Johnathan

 

 

  1. Tap [DONE] to query the cardholder names.

 

 

 

The app will list the matching cardholders in alphabetical order by last name.

  1. Operator can filter the cardholder list further for the desired name by entering any letter(s) into the SEARCH field at the top of the screen.

 

END OF INSTRUCTIONS