Differences
This shows you the differences between two versions of the page.
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quick_guides_9 [2013/10/30 15:24] – 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: | From the Company Selector form you can: | ||
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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 individual Company or set of companies by name, type the first few letters of the keyname into the box and click on the Find button or press Return. Companies with matching keynames will appear in the table below. | To find an individual Company or set of companies by name, type the first few letters of the keyname into the box and click on the Find button or press Return. Companies with matching keynames will appear in the table below. | ||
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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. | ||
- | See also [[quick_guides_3|How to add a new company]] | + | See also\\ [[quick_guides_3|How to add a new company]]\\ [[ug9-9|Keyname lookups]]\\ |
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- | Go back to [[3_quick_guides|Getting Started]] | + |