EventPro User Manual

Finding a Company or Contact

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Finding a Company or Contact

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Finding a Company or Contact

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Click on the Company/Contact button to open the Company/Contact screen.

Click to Expand/CollapseBrowse Companies and Contacts
1.In the Single Company View and Single Contact View, you can use the small black horizontal arrows to scroll through the companies or contacts.
2.In the Company List View and Contact List View, you can use the vertical scroll bar to scroll through the selection grid.  To review how to manipulate and sort a list of records in a selection grid, see Introduction: Common Functions, Selection Grids and Sorting Lists.
Click to Expand/Collapse textFind Specific Companies and Contacts

If you have a large database of clients and need to perform a detailed search, you can use the Find function.  Because the Find windows are all similar, you can review how to search in a Find window in Introduction: Common Functions, Finding a Record.

Begin by selecting the tab under which you want to search.

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1.Click the Find button in the upper right corner of the top grid.
2.This brings up the Find COMPANY/CONTACT window.
3.Click to highlight the company you want to view and click OK.  The company’s information will appear in the fields at the top of the screen.
4.Once you have the company in the Single Company View tab, you can search for a contact within the company by clicking on the Company Contacts tab in the bottom grid and clicking the Find button directly to the right.

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1.Click the Find button in the upper right corner of the top section.
2.This brings up the Find CONTACT window.
3.Click to highlight the contact you want to view and click OK.
4.The contact’s information will appear in the fields at the top of the screen.
1.Click the Find button in the upper right corner of the top section.
2.This brings up the Find COMPANY/CONTACT window.
3.Click to highlight the company you want to view and click OK.
4.In the list of all companies at the top of the Company List View tab, the company you selected will have a red arrow in the far left column and its information will appear in the tabs below.
1.Click the Find button in the upper right corner of the top section.
2.This brings up the Find CONTACT window.
3.Click to highlight the contact you want to view and click OK.
4.In the list of all contacts at the top of the Contact List View tab, the contact you selected will have a red arrow in the far left column and his or her information will appear in the tabs below.