Select a Company

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 Business Development workspace, the list includes clients and vendors created in Vision. Note, however, that If a vendor record is linked to a client record in Vision, 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:

1. Click to go to the Companies area.
2. 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.
3. 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.

   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.

   The number of companies in the current search results displays at the right end of the search field.

4. If necessary, scroll the list to locate the company you want.
5. Click the company to display company information.