Search for Organizations

Modified on Fri, 17 Feb 2012 14:54 by Greg Andrews Categorized as CRM

{TOC}

===General Information===

'''Default Menu Location''' Search >> Organizations

'''Screen Name''' 

'''Function''' The Search for Organization screen lists all organizations’ key information. Users can also edit existing and add new organizations. 



===Searchable Fields===

'''Code: ''' ID # of the organization  (Leave this blank when entering a new organization, Adjutant automatically assigns the ID.)

'''Company: ''' Name of the organization being adding or editing  (Click '''Company''' to perform a Google search on the organization's name)

'''City: ''' City the organization

'''State: ''' State the organization is in

'''Zip Code: ''' Zip Code the organization is in

'''Country: ''' Country the organization is located

'''Zone: ''' The area/zone of the organization  (Zones are maintained in the '''Rule Maintenance''' screen by selecting Zones from the pull-down menu)

'''Phone: ''' Organization phone number

'''Account Manager:''' Search by the Account Manager's name that is tied to the Organization record

'''Sales Person: ''' Search by the Sales Person's name that is tied to the Organization record

'''Web Page: ''' The organization's web page  (Click '''Web page''' link to open the web page in a default web browser)

'''Attributes:'''  List of the attributes that have been assigned to the organization

Meta Keywords:
Meta Description:
Change Comment:

Web Portal Adjutant

Navigation (web)¶

Search for Organizations