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Searching for a Company

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

  1. Right-click or hover over the Find menu button and click Company from the pop out list.
  2. Enter the company name or part of the company name in Company Name and click Find. A list of companies matching your search criteria is displayed.
  3. Click 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.

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 saved search

Numeric field search

Date field search

Using Advanced Find

Using Keyword Search