Search for Clients or Companies

To use the Price lists submodule, you must have access to Settings as defined in the Employee cross-company access submodule under Settings.

To search for a client or company:

1. On the main toolbar, click Settings .
2. In the left pane of the Settings screen, click Price Lists & Activities > Price Lists.
3. In the right pane of the List tab, select from the drop-down list Company or Client, depending on what you are looking for.
4. Click on the Search field and then enter a keyword related to the company or client.