Finding an Account
If you have a large database of account information, you may find it difficult to locate account information particularly if you have a variety of account locations and subsidiaries. Oracle Sales and Marketing offers a "fuzzy logic" feature that lets you enter partial information; the database is searched for information that closely matches that partial information.
You can locate and view an account by entering any combination of company name or address information. You can enter partial or complete account or contact names to locate information.
The Find Account or Contact window offers two levels of search capability:
- The Basic Find Account or Contact window, which lets you search for specific account or contact information.
- The Advanced Find Account or Contact window, which lets you search for information regarding sales team, partner information, or relationship.