Company Search

Overview

The Company Search screen is the primary interface for finding, viewing, and managing company records in the CRM system. This powerful tool allows users to search through the company database using multiple filter criteria and perform various operations on company records.

Accessing the Screen

Navigate to CRM > Company Search from the main menu to access this screen.

Figure 1

Screen Layout

Filter Section

The filter section appears at the top of the screen in a collapsible panel. Click on the Filter tab to expand or collapse the search criteria. (Green box, Figure 2)

Results Grid

Below the filter section, the main results grid displays company records in a paginated table format. (Red box, Figure 2)

Action Buttons

Located in the top-right corner, providing quick access to key functions like Export and Add New Company.

Figure 2

Search and Filter Options

Basic Filters

Account Status

• Active: Shows only active company records
• Inactive: Shows only inactive company records
• All: Shows both active and inactive records

Company Name

• Enter partial or complete company name
• Choose search method:
  • Begins With: Matches companies starting with entered text
  • Contains: Matches companies containing entered text anywhere
  • Equals: Exact match only
  • Ends With: Matches companies ending with entered text

Location Filters

Country

• Select from dropdown list of available countries
• Choosing a country will populate the State dropdown with relevant states

State

• Dynamically populated based on selected country
• For countries without predefined states, an "Other State" text field appears

Other State/County

• Free-text field for locations not covered by standard state lists

Business Classification Filters

Classification

• Multi-select dropdown supporting multiple classifications:
  • General Contractor
  • Construction Manager
  • Architect
  • Engineering Firm
  • Owner
  • Erector
  • Carrier
  • Flag Car Carrier
  • Competitor
  • Crane Operator

Account Type

• Select specific account type from available options
• Determined by company's business relationship classification

Management Filters

Sales Region

• Filter by assigned sales territory
• Shows companies within specific geographic sales regions

Account Manager

• Filter by assigned account manager
• Dropdown shows all active account managers in the system

Search Operations

Performing a Search

1. Set desired filter criteria in the Filter section
2. Click the Search button to execute the search
3. Results will display in the grid below

Clearing Filters

• Click the Clear button to reset all filter criteria to default values
• This will show all active companies with default sorting

Results Grid Features

Column Information

The results grid displays the following columns:

• Actions: Edit, view details, and print buttons
• Company Name: Primary company identifier with contact count indicator
• City: Company's primary city location
• State: Company's state/province
• Phone: Primary phone number
• Account Type: Business classification
• Sales Region: Assigned sales territory
• Account Manager: Assigned account manager
• Social/Web Links: Icons for social media and website links

Special Indicators

• (c): Indicates a child company (subsidiary)
• (#): Number in parentheses shows count of active contacts for the company

Sorting

Click on column headers to sort results:

• Company Name
• City
• State
• Account Manager
• First click sorts ascending, second click sorts descending

Pagination

• Use the pagination controls below the filter section
• Select page number from dropdown
• Choose rows per page (50, 100, 150, 200)
• Use Previous/Next buttons to navigate

Company Actions

Viewing Company Details

• Edit Button (pencil icon): Opens full company editing screen (Purple box, Figure 2)
• View Details Button (folder icon): Opens company details in popup window (Orange box, Figure 2)
• Print Button (printer icon): Generates printable company report (Blue box, Figure 2)

Adding New Companies

1. Click Add New button in top toolbar (Black box, Figure 2)
2. In the modal dialog, either:
   • Type company name and click Add New to create new record. (Red box, Figure 3)
   • Use typeahead search to find and edit existing company.
   • Fill out the required information and select 'Save' or 'Save&Close' to save new company record. (Green box, Figure 4)

Figure 3

Figure 4

Social Media and Web Links

Icons in the rightmost column provide direct links to:

• Facebook company page
• Twitter profile
• LinkedIn company page
• YouTube channel
• Company website
• Google Maps location

Export Functions

Custom Export

1. Click Export button in toolbar (Yellow box, Figure 2)
2. Select columns to export using the dual-list interface:
   • Available columns on left
   • Selected columns on right
   • Use arrow buttons to move columns between lists (Green box, Figure 5)
   • Use up/down arrows to reorder selected columns
3. Click Export to download CSV file (Red box, Figure 5)

Figure 5

Import Template Export

1. Click Export button, then Export Import List (Orange box, Figure 5)
2. Downloads an Excel file formatted for re-importing company data
3. Includes all company fields and classifications in import-ready format

Permissions and Access Control

User access to features depends on CRM permission levels:

• View Only: Can search and view company information
• Edit Access: Can modify existing company records
• Full Access: Can add, edit, and manage all company functions