Differences
This shows you the differences between two versions of the page.
Both sides previous revision Previous revision Next revision | Previous revision | ||
quick_guides_9 [2013/04/03 15:08] – barbara | quick_guides_9 [2022/06/02 14:53] (current) – Catherine Riddell | ||
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{{: | {{: | ||
- | {{:company_selector_form.png|Company Selector}} | + | **Note:** The new window may appear covering the existing window. |
+ | |||
+ | {{ ::client.png? | ||
+ | |||
+ | From the Company Selector form you can: | ||
+ | * Find company records by keyname. | ||
+ | * Search for records using standard and questionnaire criteria, also free text searching. | ||
+ | * Save, Store and modify selections of people. | ||
+ | * Store Searches for recall for future use. | ||
+ | * Run Reports on the selection. | ||
+ | * Mailmerge to Contacts by letter, email and text message. | ||
By default the Companies are seen. To search by Contact, select the Contacts button within the company selector screen or use the Company Person button. | By default the Companies are seen. To search by Contact, select the Contacts button within the company selector screen or use the Company Person button. | ||
- | To see a list of companies by criteria, for example state, location, industry etc., use the Search Tab. | + | To see a list of companies by criteria, for example state, location, industry etc., use the [[ug9-1|Search Tab]]. |
- | To find an existing | + | To find an individual |
You can use wildcards for searching, see [[9_wildcards_for_searching|wildcards for searching]] | You can use wildcards for searching, see [[9_wildcards_for_searching|wildcards for searching]] | ||
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Opening the first Company Record from the selector form, you can then step through the selection on the list using the video buttons. | Opening the first Company Record from the selector form, you can then step through the selection on the list using the video buttons. | ||
- | Go back to [[3_quick_guides|Quick Guides & How to]] | + | See also\\ |