Use the following guidelines to search for companies or individuals in Group Sales.
Search criteria for companies
Option | Allowed Values | Description |
Company contacts |
cleared selected |
Search for contacts who are associated with a company. Select this option to narrow your search when you are looking for a corporate contact. |
Company |
|
The text to search for within the contact's company name. Tip! For best results, enter the most significant words in the company's name. For example, to search for ABC Cinemas Ltd. type ABC Cinemas. |
Industry |
Any active industry |
Choose an industry to restrict your search to a specific industry, or All to search in all industries. |
General Public |
cleared selected |
Search for contacts who are not associated with a company. Select this check box to narrow your search when you are looking for an independent contact. |
Contact |
|
The text to search for within the contact's name. |
Phone Number |
|
Digits to search for within the contact's landline, mobile, or fax numbers. |
Preferred Site |
Any configured Site |
Choose a site to restrict your search to contacts who have a specific preferred site. |
Include inactive customers |
cleared selected |
Searches both active and inactive contacts and companies. If this check box is cleared, only active contacts and companies are searched. |
Search criteria for individuals
Option | Allowed Values | Description |
Contact |
|
The text to search for within the contact's name. |
Phone Number |
|
Digits to search for within the contact's landline, mobile, or fax numbers. |
Preferred Site |
Any configured Site |
Choose a site to restrict your search to contacts who have a specific preferred site. |
Include inactive customers |
cleared selected |
Searches both active and inactive contacts and companies. If this check box is cleared, only active contacts and companies are searched. |
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