Search and Filter the Directory

The directory becomes more useful as it grows, but only if your team can find the right profile quickly. Use search and filters before creating a new profile so you do not accidentally duplicate someone.

Useful filters

• Search by participant name, business name, or email address.
• Filter by participant type.
• Show flagged profiles only.
• Clear filters to return to the full list.
• Use compliance badges as a quick signal before opening the detailed profile.

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 profile

• 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.

If search does not find the person

• Try email first, then business name, then the contact name. Returning participants often change one but not all three.
• Clear filters before assuming the profile is missing.
• Check flagged profiles if the person may have been held for review after a previous event.
• If you still need to create a new profile, add enough detail to make a future duplicate easier to spot.