Using the Basic Search Window
The Basic Find Account or Contact search window lets you search for your account and contact information using key information such as name and address.
To find a specific account using the basic search window:
1. Select the Account or Contact tab within the Workbench.
2. Choose the Find button on the toolbar.
3. Enter search criteria in the Account region.
4. You can enter any other information to narrow the search such as:
Number: An OSM system-generated number that uniquely identifies a customer or prospect.
Account Code: An OSM system-generated number that uniquely identifies an account.
Location: A code that uniquely identifies an address and its usage.
Usage: Indicates the purpose of this address, such as Bill To or Ship To.
5. Uncheck the Key Account check box if you want the search to include all your accounts.
The Key Account check box limits the account search to those accounts you have designated as key.
6. Check the Show Inactive check box to retrieve inactive accounts.
If you cannot find your account:
- Perform another search using less restrictive criteria.
For example, try entering fewer characters of the company name or uncheck the Key Account check box so that the system will search all accounts in your territory.
Attention: You may not be able to locate an account because you do not have access to it. Your territory administrator determines what accounts you can access. To see all accounts you have access to, enter a % (wildcard character) in the Account field of the Find Account or Contact window; make sure all other fields are empty and choose the Fuzzy Find button. All accounts you have access to, then display in the Accounts window.
If one or more accounts are found:
1. View the accounts matching your search criteria in the Accounts window.
- If the account is found, examine the details to make sure it is the right account.
- If it is the wrong account, perform another search using less restrictive criteria.
2. If the company exists, but not the specific address you are looking for, you may add it to the system.
