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To find a prospect record

  1. From Customers, select Manage customers to open the Customer Portfolio.
  2. Open the Search window:
    • Click Find; or
    • Press Ctrl+F

      Note: You can press Ctrl+F to open the Search window (perform a Find) only when the Manage customers window is not in edit mode and you are not in a single-instance, user-defined tab.

  3. Select the search criteria from the drop-down list, for example, Name.
  4. Enter the search value in the Begins with field, for example, c.
  5. Enable the Include acquisitions in search option to include acquisitions from the Prospect table in the search.

    Note: The Include acquisitions in search option is retained on a per-user basis.

  6. Click Go. The Results tab is updated.

See Also

Finding and Converting Prospect Records

To convert a prospect record to a Name record


ASI logo 10.6 Production Release. Updated 2/23/2006 11:31:05 AM
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