Search and Filter the Directory
Find participant records by name, business, email, type, flagged status, and compliance signal.
Article guidance
The directory becomes more useful as it grows, but only if your team can find the right record quickly. Use search and filters before creating a new record so you do not accidentally duplicate someone.
Useful filters
- Search by participant name, business name, or email address.
- Filter by participant type.
- Show flagged records only.
- Clear filters to return to the full list.
- Use compliance badges as a quick signal before opening the detailed record.
Good search habits
- Search by email when possible because names and business names often change between events.
- Use partial searches for businesses that may include legal suffixes, trading names, or shortened stall names.
- Check flagged and compliance states before inviting or approving returning participants.
When to open the full record
- You need event history, notes, flags, or document context.
- You are deciding whether a participant should be invited, approved, merged, or erased.
- You need to check whether the person is already linked to a live event.