Search for a Boardroom Meeting

The “Search Boardrooms” box below the title of the “BOARDROOM” window enables you to search among your Boardroom Meetings to find entries that match specific criteria.

  1. Click on the “Membership” tab on the vertical Dashboard menu at the left side of the screen.
  2. Click on the “Boardroom” tab.
  3. In the “BOARDROOM” window that opens, type your search text in the “Search Boardrooms” box. To search for part of a name, enter only a few letters or numbers into the search field.
  4. To search all Boardroom Meeting criteria at the same time, leave the “Search Name” dropdown menu set that way, and type your search text in the “Search Boardrooms” box. Click on the “Search” button or press “Enter”/”Return” to do your search. The search you requested appears in a gray result box below the search field, and the Boardroom Meeting list changes to display only those records that match your search criteria.
    • To change to a specific search category, click on the “Search Name” dropdown menu to open it. Select the category you want: Name, Organizer Name, or Manager Name. Note that the Name search category looks for the name of the Boardroom Meeting itself, not for an individual associated with the Meeting.
    • To search by combinations of criteria, search for each one in succession. Each criterion appears as a separate gray result box below the search field.
    • To clear all your search criteria at the same time, click on the “Clear” button. To clear an individual search criterion, click on the “X” at the right edge of its gray result box.
    • To sort your search results, click on a column name or the pair of arrows to the right of the column. By default, the information sorts in ascending order. To change the sort to descending order, click on the pair of arrows a second time. Each time you click, the sort order changes. You can identify the sort order by which of the two arrows is dark gray. When the information sorts in ascending order, the arrow pointing up is dark. Both arrows are light gray on the columns that aren’t the basis for your sort order.
  5. To clear your search results and display all your Boardroom Meetings, click on the “Clear” button.
  6. If your list of search results covers more than one page, click on the right arrow above the list to move to a later page, the left arrow for an earlier page, or a page number to go directly to that page.