Overview

The Search Companies page (Fig. 1) allows you to search for existing companies and to select a company to manage.  There are three different search forms available.

Company Name Search

Figure 1.  Search Companies Page with Company Name Search Form

The Company Name Search form (Fig. 1) is visible by default.  Access the other search forms by clicking the Search by Phone tab and Search by Address tab.  Click the Search by Name tab to return to the Company Name Search form.

Enter a search string for Company Name and click the “Search” button to view company search results.  You will only see companies to which you have access in the company search results.

Company Phone Search

Figure 2.  Example Company Phone Search Form

Click the Search by Phone tab to use the Company Phone Search form (Fig. 2).

Enter a search string for Phone Number and click the “Search” button to view company search results.  You will only see companies to which you have access in the company search results.

Company Address Search

Figure 3.  Example Company Address Search Form

Click the Search by Address tab to view the Company Address Search form (Fig. 3).

Enter a search string for Address 1 and for any other desired fields, then click the “Search” button to view company search results.  You will only see companies to which you have access in the company search results.

Search Results

Figure 4.  Example Company Search Results List

Matching companies display in the Company Search Results list (Fig. 4).

Select Company

To select a company, click its gear icon button in the search results.  This will select the company for management and redirect you to the Home page in the Manage Company menu.