Find a Company

Use these instructions to locate a company record through Fast Find or the Advanced Lookup.

Look-up Company via Fast Find

  1. Select Companies from the Fast Find drop down menu on the main navigation bar.

  2. Enter all or part of the company name to find active companies, i.e. “ABC Company”, “ABC”, or “Company” and then press enter. If you know only a few letters of part of the name, you can use the asterisk (*) wildcard. For example, "Com*" will find "Company", "Component", "Complete", etc.
  3. All company records that match the text used to search will display. The results will be separated by their roles. Click on the company name to access the record.
  4. Click on the  icon to the right of the company name to open the Add a Note workflow without opening the record.

  5. Click on the  or  icon to add / remove the company record from your favorites.

Look-up Company via Advanced Lookup

  1. Mouse over Companies on the navigator and select the General link from the fly-out menu.
  2. The Advanced Lookup segment will open to display Attribute fields that can be used to look up a specific company. Through this look up you can look up Clients, Prospects, Leadsand Supplier Companies.

  3. If you do not have specific criteria, click Find to display all companies in the system.

  4. The Lookup Results will display all companies that match the criteria entered. The first column is the role of the record. Once you find the company you are looking for click on the role to view the record.

  5. The Adapt screen will refresh to display the Summary Segment of the selected record.

  6. Click on the arrows to page through the record listing from the Advanced Lookup Results.

  7. Click on the QuickFind link to return to the Advanced Lookup Results list.