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To find and load a company record

Note: The company search feature is based on COMPANY_SORT, which uses the first 30 characters of the company name.

  1. Click the lookup icon in the Company area to open the Find Company window.
  2. Select your search criteria, for example, Company.
  3. Enter your search value, for example, the first letter of the company name in the Begins with field
  4. Click Go to display the results.
  5. Select the company and click OK, or double-click the company to link the company record with the customer record.

    Note: If you select a company from the Find Company window and you have an existing value in the Company area, a system message asks if you want to overwrite the current company name and address.

See Also

Finding Customer Records

Opening customer records

Search window

To find and load a customer record

Find Company window

To open a record from a history tab


ASI logo 10.6 Production Release. Updated 2/10/2006 2:04:39 PM
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