Searching for a Reference

Prerequisites

To search for a reference, you should have:

Procedure

To search for a reference:

Ensure that the Select Reference zone is expanded in the Deal Information screen when you are searching a reference for a deal.

Note: The Select Reference zone appears when you do not select the check box corresponding to the Skip Reference option in the Deal zone of the Deal Information screen while defining a deal.
Enter the search criteria in the Select Reference zone.

Note: ORMB search engine supports wildcard search, where you can substitute the percentage (%) symbol as a stand in for any word or letter in a search criteria. You can use the '%' wildcard character in all input fields except the date and ID fields. The '%' wildcard character is suffixed automatically at the end of the partial search criteria. Therefore, you may or may not specify the wildcard character at the end of the partial search criteria. However, you have to prefix the wildcard character manually wherever required.
Click Search.
A list of reference customers or reference deals that meet the search criteria appears in the Search Results section.
Note: Pagination is used to display limited number of records in the Search Results section. You can use the navigation links, such as Previous and Next to navigate between pages.

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