Search for an Organization from an Open Record

Search for an organization from an open contact, incident, opportunity, task, or asset.

1. On an open contact, opportunity, task, or asset, click Search to the right of the Organization field. The Organization Search window opens.
2. Enter the first few characters of the organization’s name in the Organization Name field. An implied wildcard is used, so all organizations that begin with the letters you enter are returned in the search results.
   Tip: The Recent Orgs section of the Organization Search window also displays a list of recently opened organizations you can select.
3. Click the State drop-down list and select from the following options (by default, all states are selected).

   • Select All

   • Service State

   • Outreach State

   • Opportunities State

4. Click Search. The organizations that match the search criteria are returned on the Organization Search window.
   If only one organization matches the search criteria, that organization is automatically selected and the Organization Search window closes.
5. Select the organization you want to associate with the open record and click Select. The Organization Search window closes and the organization appears in the Organization field.
   • Or, if the organization does not appear in the list, click New Organization to open a new organization subtab. Complete the fields and click OK.

   This procedure also applies when you want to search for and associate an organization on a new contact subtab opened from the Contacts tab of an incident, opportunity, organization, or contact list.