To search for a CRM Account, select the "Search for CRM Account" option. The following screen will appear:
When searching to retrieve CRM Account information from the database, you are presented with the following options:
- Search for
Enter any character or combination of characters you want to match, followed by the TAB key. The "Search for" field supports pattern matching with Regular Expressions.
Tip
Hitting the TAB key activates the search operation.
- Search through
-
Specify which of the following criteria you want to include in the search:
- CRM Account Number
Select to search by CRM Account Number.
- CRM Account Name
Select to search by CRM Account Name.
- Primary Contact Name
Select to search by Primary Contact Name.
- Primary Contact Phone #
Select to search by Primary Contact Phone Number.
- Street Address
Select to search by Primary Contact Street Address.
- City
Select to search by Primary Contact City.
- State
Select to search by Primary Contact State.
- Postal Code
Select to search by Primary Contact Postal Code.
- Country
Select to search by Primary Contact Country.
- Show Inactive CRM Accounts
Select to show inactive CRM Accounts as well as active CRM Accounts. By default, inactive CRM Accounts are not displayed.
- CRM Accounts
Display will show search results for CRM Accounts, using specified parameters.
To the far right of the screen, the following buttons are available:
- CLOSE
Closes the screen, returning you to the application desktop.
Right-clicking on a CRM account in the CRM Account list enables you to select from the following menu options: