7.6.3. Search for CRM Account xTuple :
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7.6.3. Search for CRM Account
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7.6.3. Search for CRM Account

To search for a CRM Account, select the "Search for CRM Account" option. The following screen will appear:

Search for CRM Account

When searching to retrieve CRM Account information from the database, you are presented with the following options:

Search for

Enter any character or combination of characters you want to match, followed by the TAB key. The "Search for" field supports pattern matching with Regular Expressions. For more information on matching patterns using Regular Expressions, see Section 1.2.9, “Topic: Pattern Matching with Regular Expressions”.

Tip

Hitting the TAB key activates the search operation.

Search through

Specify which of the following criteria you want to include in the search:

CRM Account Number

Select to search by CRM Account Number.

CRM Account Name

Select to search by CRM Account Name.

Primary Contact Name

Select to search by Primary Contact Name.

Primary Contact Phone #

Select to search by Primary Contact Phone Number.

Street Address

Select to search by Primary Contact Street Address.

City

Select to search by Primary Contact City.

State

Select to search by Primary Contact State.

Postal Code

Select to search by Primary Contact Postal Code.

Country

Select to search by Primary Contact Country.

Show Inactive CRM Accounts

Select to show inactive CRM Accounts as well as active CRM Accounts. By default, inactive CRM Accounts are not displayed.

CRM Accounts

Display will show search results for CRM Accounts, using specified parameters.

To the far right of the screen, the following buttons are available:

CLOSE

Closes the screen, returning you to the application desktop.

EDIT

Enables you to edit highlighted CRM Account. The edit screen is the same as that for creating a new CRM Account—except that when editing, the fields will contain CRM Account information. Double-clicking on a CRM Account will also bring you to the editing screen.

VIEW

Highlight a CRM Account and then select this button to reach a read-only view of the "Edit" screen.

Right-clicking on a CRM account in the CRM Account list enables you to select from the following menu options:

View

Highlight a CRM Account and then select this button to reach a read-only view of the "Edit" screen.

Edit

Enables you to edit highlighted CRM Account. The edit screen is the same as that for creating a new CRM Account—except that when editing, the fields will contain CRM Account information. Double-clicking on a CRM Account will also bring you to the editing screen.

Export Contents

Export the data displayed on the screen into a plain-text, TAB-delimited file. This file may subsequently be imported into a spreadsheet or other office tool.

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7.6.2.  List CRM Accounts  Home  7.6.4.  Topic: CRM Basics


 
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