Custom Company Search Dialog Box
If the default searches (Active, All, and Mine) for locating and selecting companies in the Companies area or for the Companies report are not satisfactory, use the Custom Company Search dialog box to create a custom search. When you create a custom search, you have the option to save it so you can use it in the future without having to specify the search parameters again.
A saved search is only available to the person who saves it. Other users cannot select it.
Location: Companies Area
To display the Custom Company Search dialog box in the Companies area, complete the following steps:
- Click to go to the Companies area.
- Click the currently displayed search name at the left end of the search field.
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Do one of the following on the drop-down list:
- To create a new custom search, click Custom at the bottom of the list.
- To make changes to an existing custom search, click next to that custom search.
Location: Reporting Area
To display the Custom Company Search dialog box for the Companies report, complete the following steps:
- Click to go to the Reporting area.
- If the report that displays by default is not the Companies report or a saved version of that report, select the report for which you want to create or edit a custom search.
- Click the currently displayed search name next to the standard report name in the upper-left corner of the workspace.
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Do one of the following on the drop-down list:
- To create a new custom search, click Custom at the bottom of the list.
- To make changes to an existing custom search, click next to that custom search.