Unlock the full potential of the Quick Search bar in Breeze ChMS! Easily find people, tags, events, and quick facts with just a few clicks. Learn how to maximize your search results with helpful tips, including limits on the number of results and future event searches. Dive into the nuances of searching within the People section, from grouping families to sorting by family roles and first names alphabetically.
Using the Search Bar
The Quick Search bar at the top right of Breeze can search for the following:
- When searching, the maximum number of results is 8.
- Example: If searching for someone with the last name Smith, it will pull up the first 8 people alphabetically by first name. If the person you are looking for does not come up, try narrowing your search even further.
- When searching for a specific Event, the Quick Search will only look 15 days into the future.
- Example: If you are searching on the 1st of May for an event on May 20th, the event will not populate in the search results as it is more than 15 days into the future.
- When searching for a specific event, the Quick Search will also search 7 days into the past.
Searching in the People Section
When going to People>Show More Filter Options>Any Option Under Search Type, the logic changes slightly for how people are grouped together.
Example: When searching by Parents, families are grouped together. This will not sort in the full alphabetical list but rather will group families together that have different last names. It will group based on family role and then first name alphabetically.
Example: John Doe and Betty Smith are part of the same family.
- If John Doe is set as Head of Household and Betty Smith is set as Spouse, their grouping in the People section when searching by Parent/Family/etc. will be in D for Doe.
- If John Doe and Betty Smith have the same family role, however, their grouping in the People section, when searching by Parent/Family/etc. will be in S, as Betty's first name comes first in the alphabet.
Note: The Search Type logic will group family units by last name (using the logic of Family Role and then First Name alphabetically).