Search for Organizations
Modified on Fri, 17 Feb 2012 14:54 by Greg Andrews — Categorized as: CRM
Table of Contents
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General Information
Searchable Fields
General Information
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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
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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