Find

A page showing a list of searches on these navigation bars: People, Contact Categories, Programs, Financial.

The ProClass Search functionality allows you to locate accounts, contacts, and various contact related information such as credit cards, notes, follow-ups and addresses, as well as program related data such as semesters, programs and registrations. You can also use Search to export a list of results to Microsoft Excel or to e-mail a group of contacts.

It is very important that you fully understand how to use the Search functionality in ProClass. In most cases you must go through the Search page for an item in order to create a new item.

To do a search:

·         Click Find on the menu bar to open the list of searches you can make. The searches are already categorized for easier searching.