Use the search field immediately above the
company name in the
Companies area to select the
company that you want to review or edit.
The
company selection list only includes
companies to which your security role gives you access.
In addition to
companies created in the
iAccess workspace, the list includes clients and vendors created in
Ajera CRM. Note, however, that If a vendor record is linked to a client record in
Ajera CRM, the assumption is that they are the same
company, and only the client displays in the list.
To select
a company to review or edit, complete the following steps:
-
Click
to go to the
Companies area.
-
If the search name displayed at the left end of the search field is the one you want, click
at the end of the field to display the list of
companies returned by the search.
If the currently displayed search name is not the one you want, select a standard or custom search:
- Click
ACTIVE to select from a list of active
companies only.
- Click
ALL to select from a list of all
companies (both active and inactive).
- Click
MINE to select from a list of
companies for which you are a member of the team. (You are on
a company's team if you are listed in the grid on the Team tab for the
company.)
- Click a previously saved custom search to display the
companies returned by that search.
- Click
Custom at the bottom of the list to create and save or apply a new custom search.
-
To further restrict the list of
companies, do either of the following in the search field:
- To display a list of
companies with names, aliases, or IDs that begin with a specific single character, type the character in the field and pause.
- To display a list of
companies with names, aliases, or IDs that contain a specific sequence of two or more characters, type the characters in the field and pause.
Tip: If you enter characters in the search field and then want to remove them, click the
icon at the end of the field to clear the field.
Tip: The number of
companies in the current search results displays at the right end of the search field.
-
If necessary, scroll the list to locate the
company you want.
-
Click the
company to display
company information.