Getting Started with Siebel Offline Client for Life Sciences > Planning Customer Calls > Planning an Account Call >

Creating a Search Query to Find Accounts

You can create a search query to find accounts.

To create a search query to find accounts

1. Click Search or the magnifying glass to open the Search dialog box to define a query.

   The Search dialog box appears above the Accounts quick list but the height of the quick list is reduced. The alphabet bar for the accounts remains visible across the height of the expanded Search dialog box and the Accounts quick list.

2. Select any required search fields from the Add New Criteria list to add the field to the query. For example, select Name or Address.
3. To remove a search field for the query, click Delete (X) next to the search field.
4. Save the search to the predefined search list by clicking Save Search.

   You can remove all values entered for the search criteria fields by clicking Clear.

5. To run a query on the account list, click Apply.
6. Close the Search dialog box by clicking the magnifying glass again.