Advanced Find
Introduction
In this guide, we will explore the process of conducting a search and selecting relevant options to find customers and non-customers. We will cover various steps involved in refining your search criteria and selecting geographical zones, projects, and contacts. Additionally, we will provide instructions on how to navigate through the search results and make appropriate selections.
Steps to find customers and non-customers
1. Start by entering the search criteria based on your requirements.
2. Next, choose the appropriate geographical zone from the available options.
3. Select the desired option from the list of zones.
4. Now, proceed to select a project that aligns with your search.
5. Choose the specific project you wish to focus on.
6. Click on 'Find Contact' to move forward with the search process.
7. Review the contacts available and click 'Choose' for the correct contact.
8. If you need to select another customer, click on 'Pick Another Account'.
9. In case there are multiple results, you can utilize the search option provided here.
10. To exit the search, simply click on 'Close'.
11. If you want to initiate a new search, click on 'Reset Search'.
12. Enter a name to search for both customers and non-customers.
13. Press 'Find Contact' to initiate the search based on the provided name.
14. If there are multiple results, you can fine-tune your search here for better accuracy.
15. Once you have found the correct person, click 'Choose' to select them.
16. If you wish to choose a different account, click on 'Pick Another Account'.
17. You can further refine your search in this area by specifying additional criteria.
18. Continue refining your search by utilizing the options provided here.
19. Click on 'Units' if you want to sort the results based on unit count.
20. To exit the search, click on 'Close'.
21. If you want to restart your search, click 'Reset Search'.