Search by territory or off-territory nationally/globally and convert your data lists from one entity to another, i.e. search for locations or meetings and display the result as a customer list. You can also view the system structure and search for a brick, geography or area.
From the main menu select Home, Advanced Search
OR
Click the link to Advanced Search underneath the search on the header bar
- Click on the entity icon to select the search and type all or part of the word you’re looking for into the search field
- Leave the Convert criteria alone if you want the results to display as they were selected originally, i.e. search for customers, display as a customer list
OR - Click the convert icon to select the results output
- Click the down-arrow and select the display list type from the drop-down list
- Click the Territory button to search in your area only, or click the National button to search all off-territory areas
- Click the Go button to view the results
- Limit your off-territory (national) search further using the options on the right-hand side of the page
- Type either a brick code or place name in the Find field. The results will be displayed as a drop-down beneath the Find field.
- Select the required brick or place and the tree structure will open to display which territory or geography the brick can be found in.
OR - Open the tree structure yourself to select a brick or place
- Click the Go button to view the results
- Filter and select from the list to carry out actions as required