People lookup
Whenever mizuiro asks you to choose a person - assigning a task, scheduling a touchpoint, filing an incident, adding an expense report for someone - it uses the same search field. Type a name, see matches, select the right person.
You’ll see this pattern constantly once you start using mizuiro. It’s worth understanding once so it’s never confusing again.
Click into any person field and start typing a name. mizuiro searches your directory as you type and shows matches in a dropdown. Usually two or three characters is enough to find the right person.
Select from the dropdown to add the person to the field. Depending on the context, some fields accept one person (an expense report is for one employee at a time) and some accept multiple (a conference attendance can be recorded for a whole group at once).
If your company has four people, a dropdown list is fine. If you have forty-five, you’re scrolling. If you have eighty-five, a dropdown becomes genuinely hard to use.
The search field scales to any size team without any extra thought on your part. It also means you don’t have to remember where in an alphabetical list someone falls - you just start typing their name.
NoteThe search field shows people from your active employee directory. People who are terminated or retired don’t appear in most lookups. If you’re looking for someone and they don’t show up, check their employment status in People.
In some places the lookup searches only your employee directory. In others - like the participant field when filing an incident - it searches both employees and external contacts. The field label tells you which context you’re in.
If you’re looking for an external person (a contractor, a vendor, a client), they’ll need to be in your Contacts directory first before they’ll appear in lookups that include contacts.
Someone isn’t showing up in the lookup - why?
A few possible reasons:
- They may not be in your directory yet. Check People or Contacts.
- They may be terminated or retired, which removes them from most active lookups.
- You may be in a field that only searches employees, and the person you want is a contact (or vice versa).
Can I type part of a last name to find someone?
Yes. The search matches on first name, last name, and preferred name, so you can start with any part of the name you remember.