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Searching for a Company

You can search for a company by any criteria or combination of criteria on the Search screen. This example shows you how to search by Company Name.

  1. Right-click on or hover over the Find menu button.
  2. Select Company from the pop out list.
  3. Type the company name or part of the company name in the Company Name field and select the Find action button on the right-hand side of the screen. A list of all companies matching your search criteria is displayed.
  4. Click on the hyperlink of the company you want to drill down on. This opens the 'file' of the selected company and you now have access to all the company’s details.

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See Also:

Basic Search Techniques

Searching for a Person

Finding an Opportunity

Finding a Case

Finding Solutions

Combining Search Criteria

Wild Card Search

Using an Existing Saved Search

Creating a New Saved Search

Numeric Field Search

Date Field Search

Using Advanced Find

Using Keyword Search