View All Companies Associated with an Employee (Desktop)

You can use an Advanced Search to view a list of all companies that are associated with an employee.

To view all companies that are associated with an employee in the desktop application:

  1. On the Navigation menu, click Hubs > Employees.
  2. On the toolbar of the Employees form, click beside the Search field.
  3. On the Employee lookup, complete these actions:
    1. In the Display Type field, select Advanced.
    2. In the Search Field in the Search Criteria grid, select Employee Name.
    3. In the Operator field, select Equals.
    4. In the Search List field, select the employee name.
  4. Optional. To find all companies where the employee is active, insert another condition on the Search Criteria grid:
    1. In the Search Field, select Status.
    2. In the Operators field, select Equals.
    3. In the Search List field select Active.
  5. Click Search. The search results grid displays all companies with which the employee is associated. If you also filtered for active status, the list includes only those companies where the employee is active. The list displays only those companies to which you have access rights, regardless of your access to the current employee record.