Applications Administration Guide > Categories >

Searching for a Category

You can search for specific accounts, opportunities, and contacts using the categories you and your team have defined. The procedure that follows describes how to search for an account category. Use the same procedure for the Opportunities, Contacts, and Personal categories.

To search for an account category

  1. Navigate to the Categories screen > Account Categories view.
  2. In the Categories list, click Query.
  3. In the Category form, click the select button in the Category field.
  4. In the Pick Catalog dialog box, choose a category, and then click OK.
  5. In the Categories query form, click Go.

Applications Administration Guide