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  • Creating person filters

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 Many clubs have a large number of participants, and often have a need to restrict the list of participants to those appropriate for a given need. Person Filters are used to save search criteria for use in other parts of the system. For example, a filter can be applied to a Custom Person List, or in the team selection page to select a team from. You can also send an email to the participants that meet the filter criteria via

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the Email People

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 page. See below for further examples.

Note: Person Filters are a description of the the filter/search criteria, and dynamically describe a set of participants within your organisation. For example, a filter which includes records or a certain date of birth range, will returr the list as at the time the filter is used (for example in a custom list).

 

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Table of Contents

Using the Person Filter Management screen

The Management screen is accessable accessible from the main administration menu, and presents a list of the current Person Filters. Only users with PERSON MANAGER rights can create, edit or delete Person Filters.

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