Searching for a Guest

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The Meeting Proposal screen is equipped with a Search feature that you can use to locate various entities, including guests, resources, contacts and locations that you are having trouble locating in the Guest Panel.

You can search for an entity by using the Search feature in one of the following ways:

• Spelling the proper name of the entity.
• Phonetically spelling the name of the entity.
• Partially spelling the name of the entity.

The Search feature is extremely useful, especially if you are having difficulty in spelling the name of a guest, or if the guest list is so large, that searching by name would be faster than scrolling through the list.

To search for a guest from the Meeting Proposal screen:

1. Click the Search button. The User/Resource Search screen appears:
   
2. Enter the first and last name of the guest that you are trying to locate.

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   Note: It is not necessary that you know the complete, or exact spelling of the name.

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3. There are two types of search categories:
   • Entity Types to Locate
   • Matching Options

     Click the search category option(s) that will be useful in searching for the entity.

4. Click the Search button.

   Meeting Maker searches through the guest lists according to the information that you provided. Once it locates the guest, the name of the guest will appear in the Guest Panel. At this point, you can either add the guest to your Guest List, or you can view additional information about the guest. To view additional guest information, refer to the next section, Additional Guest Information.