8.9.3. Search for Prospect

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

Search for Prospects

When searching to retrieve Prospect 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”.

Hitting the TAB key activates the search operation.

Search through

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

Show Inactive Prospects

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

CRM Accounts

Display will show search results for Prospect 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 Prospect. The edit screen is the same as that for creating a new Prospect—except that when editing, the fields will contain Prospect information. Double-clicking on a Prospect will also bring you to the editing screen.
VIEW: Highlight a Prospect and then select this button to reach a read-only view of the "Edit" screen.

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

View: Highlight a Prospect and then select this button to reach a read-only view of the "Edit" screen.
Edit: Enables you to edit highlighted Prospect. The edit screen is the same as that for creating a new Prospect—except that when editing, the fields will contain Prospect information. Double-clicking on a Prospect 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.