SalesdeskSuite

Search

Modified: 2009/08/07 09:31 by daisy - Categorized as: General
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Purpose

To search the SalesdeskSuite database for entries information.

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Locations Used

Search

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Overview

The SalesdeskSuite application gives you the flexibility of creating and organizing your contacts, appointments, notes, and documents. You can search the database of information for specific entries by making the menu selection Search from the main menu bar.

In the Search field, enter the string of text to look for in the database and then click on the GO button. The page will be updated to display all entries that were found that satisfy your search criteria.

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Search the Database


All the column headings are selectable; if you click on one of them, the list under that heading will be sorted in alphabetical or numerical order and the rest of the columns will be updated accordingly. Click on the heading again to sort in reverse order.

The following information is displayed:

a. Type: This is the type of entry found in the database, for example a contact, note, or scheduled event.

b. Name: This is the name associated with the found entry.

c. Company Name: If a contact was found, this is the company that the contact represents.

d. Customer Number: If a contact was found, this is the customer number for that contact.

e. Location: This is the address for the contact or the scheduled event.

f. URL: If a web site address was specified for the entry, it will be listed here.

g. Calendar Type: If a scheduled event was found, this is the calendar type for that entry.

h. Event Date: If a schedule event was found, this is the date the scheduled event will occur.

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