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Search for Organizations

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

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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

ScrewTurn Wiki version 3.0.5.600. Some of the icons created by FamFamFam.