Search for Clients or Companies

Use the List tab under the Price Lists submodule to search for clients or companies who has or who could be given access to selected price lists.

To use the Price Lists submodule, you must have access to Settings as defined in the User Access Rights submodule under Settings.

To search for a client or company:

1. On the main toolbar, click Settings .
2. If you have more than one company in your system, use the drop-down list above the left pane of the Settings screen to select the company containing the client or company that you are looking for.
3. In the left pane of the Settings screen, click Price Lists & Activities > Price Lists.
4. Click the List tab and on the grid toolbar of the right pane, select Client or Company from the drop-down list, depending on what you are looking for.
5. Use the Search field to enter a keyword associated with the company or client.