5.1 Company Search
Selecting ‘Companies’ from the main navigation will bring up the Company Search. From here you are able to build up a search with a combination of attributes held against a record.
To access this section, click the ‘Companies’ tab from anywhere within the system. The keyword / ref search is a free text search box that enables you t...
Mon, 27 Sep, 2021 at 11:13 AM
Use the dropdown menu to select a specific consultant, only lead consultants of your company will show in this drop down.
Mon, 27 Sep, 2021 at 11:14 AM
You can search within a certain mile radius of a specific place or postcode. The distance is calculated using the postcode recorded on a company record. ...
Mon, 27 Sep, 2021 at 11:15 AM
The advanced coding search is populated with the coding categories and codes that an Admin user has set within Settings: Customisation. Select a coding ...
Mon, 27 Sep, 2021 at 11:15 AM
It is possible to search on custom fields that an admin user has added to your account. For details on how to add custom fields click here. Once a custo...
Mon, 27 Sep, 2021 at 11:16 AM