Search Topics Overview

Search Topics are used with other functions in eSite to search and identify or locate a resident. For example, you may want to search for a resident based on an assigned security entrance code.

When you set up Search Topics, you can use them with Memos, Household Demographics Definitions, and Occupant Demographics to locate or identify a resident.

Setting up Search Topics is optional.

ClosedSetup Details

List Search Topics

Setup—Global—Search Topics Tab

Set up individual search topics on this tab.

Select Search Topics

Setup—Property—Memo Forms

Select Search topics for memo prompts.

Setup—Property—Additional—Household Demographics Definitions

Select search topics for household demographic prompts.

Setup—Property—Additional—Occupant Demographic Definitions

Select search topics for occupant demographic definitions prompts.

ClosedEffect of Permissions

User security permissions must be granted in the System module to access this menu item.

System—Security—Users—eSite—Setup—Global Setup—Search Topics

See Also

Search Topics Grid

Setup Questions for Search Topics

Global Overview

Setup Sequence

 

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