Overview
Demonstrates how to search for existing partners and partner employees within the system.
Searching by Company Name
Search/Partner Directory
OR
- Click on the Search Partner Directory icon
- Enter any number of fields in the search criteria for the company to be located:
- Enter the Company Name of the partner.
- Set the Partner Type of the partner.
- Any number of fields can be searched on simultaneously. Only partners that match all of the criteria will be returned.
- Use % as a wild card to match any number of characters in a text field (e.g. “%Bank” will locate “Freedom Bank”).
- All text fields automatically end with a wildcard character and none are case sensitive (e.g. searching for “oak” will return “Oak” and “Oak Tree Financial”).
- Click Search.
- After clicking Search, all partners that match the search criteria will be listed in the Search Results grid.
- To view a company’s profile, highlight the company and double-click on it or click View.
The View Partner window will appear.
- Click Edit to modify the partner’s information.
NOTE: This button is visible only for users with the Admin/Partners internal user role right enabled.
Searching by Employee Name
Search/Partner Directory
OR
- Click on the Search Partner Directory icon
- Enter any number of fields in the search criteria for the employee to be located:
- Enter the First Name of the employee.
- Enter the Last Name of the employee.
- Enter the Email Address of the employee.
- Any number of fields can be used to search simultaneously. Only employees that match all the criteria will be returned.
- Use % as a wild card to match any number of characters in a text field (e.g. “%m” will locate “Adam”).
- All text fields automatically end with a wildcard character and none are case sensitive (e.g. searching for “M” will return “Matt” and “Morticia”).
- Click Search.
After clicking Search, all partners that match the search criteria will be listed in the Search Results grid.
- If a partner from the list is highlighted, the grid on the right will populate with the employees for the selected partner.
- To view an employee’s profile, highlight the employee in the list and double-click on it or click View.
The View Employee window will appear.
- Click Edit to edit the employee’s information.
NOTE: This button is only visible for users who have the Admin/Partners internal user role enabled.
