View Searching Clients
Table of Contents
Searching Clients
Getting Started
It is simple to serach fr cleints using several different methods. To Access the Client Search option, go to the left frame of BrightMove, and select the small plus sign next to the left of the “Clients” option. The expanded Client menu will be displayed.
Searching by Company Name, City, or State
To search for a Client, click on the small plus sign directly to the left of the “Clients” option on the left side tool bar. From the expanded menu select “Search”. The “Search Clients” screen will now be displayed.
From the drop down menu, select whether you would like to search by client name, city, or state. Once you have made our choice, use the “Page Size” option to adjust the number of results you will see per screen.
Next, type the term for which you are searching in the “For” field. (For example, you may want to find ABC Company. You could select Company Name as your search term and then enter ‘ABC%’ in the “For” field. Remember that the % sign can be used if you do not want to type an entire name or are not sure how to spell it.)
The Client Search Screen
The Search Client screen is made up of three fields. The first is the “Search” Fields, and it contains a drop down menu with three options; Company Name, City, and State. There is also a Page Size field. The number in this field indicates how many results you will see on a single screen. The default is 20, but you may adjust that number by choosing another option from the drop down menu. The last field is the “For” field. This is where you enter the search term. For example, if you wanted to look for clients in Georgia, you would Search by State, enter Georgia into the “For” field, and pick how many results you wanted to see per screen.
Client Search Results
When a search for a client is conducted by City or State, the results set will include each client in the given city or state. The results are displayed in a table with the columns company name, web site, and number of offices. The results will be in alphabetical order.
The result set is interactive and dynamic. If you click on the icon that looks like a pencil just to the left of the client’s name, you will be able to edit the Client Profile. If you click on the website link, you will be taken to the Client’s website. Lastly, if you click on the Company name, you will be taken to the Client Profile Page.
Category:Client
Category:Searching