Performing tasks in restriction tabs

Looking up company records > Using restrictions to look up companies > Performing tasks in restriction tabs

The following subsections address commonalities and differences in how you perform tasks on the windows.

Applying restrictions

Company Scroll:	Make entries in the restrictions fields of any sub tabs, and then click Retrieve. When retrieving large amounts of information, it may take some time for all of the results to be found. Because of this, system performance will be slow for you and other users. To stop the process, click Cancel and consider adding restrictions to shorten the list. If you click Cancel you will see only the records that have been retrieved up until that point.
Quick Search:	Make entries in the restrictions fields of any sub tabs, and then click Retrieve.
Update Company Utility:	Same as Company Scroll.

Note: When retrieving records, the system applies all restrictions entered on all tabs, not just the restrictions entered on the tab currently in view.

Switching from one sub tab to another

On any of the windows, click on the desired tab, or press CTRL+TAB.

Clearing restrictions on all tabs

Company Scroll:	Click New Search.
Quick Search:	Click Reset.
Update Company Utility:	Same as Quick Search.

Viewing a complete list of all the restrictions you have entered

Company Scroll:	Click on the Summary tab.
Quick Search:	Functionality is not available.
Update Company Utility:	Same as Company Scroll.

Viewing the company records that match your restrictions

Company Scroll:	Records are listed in the Results area below the restriction fields.
Quick Search:	Records are listed alphanumerically under the Search field.
Update Company Utility:	Same as Company Scroll.

Opening a profile for a company listed in the retrieval set

Company Scroll:	Select the record and click Profile. The profile opens in the Company Profile window. Note: The Company Profile window has the same fields, sub tabs, and data that the Company tab has.
Quick Search:	Click on the record. The profile is displayed on the Company tab to the right.
Update Company Utility:	Functionality is not available.

Viewing a company's location on a map

Company Scroll:	In the retrieval set, select the record and click Show Map. The profile opens in the Company Profile window.
Quick Search:	Functionality is not available.
Update Company Utility:	Functionality is not available.

Populating a Company field with the ID of a company in the retrieval set

Company Scroll:	Double-click on the company record. The Company Scroll window closes. On the Activity Detail window, the company's ID is displayed in the Company field.
Quick Search:	Functionality is not available.
Update Company Utility:	Functionality is not available.

Closing the window

Company Scroll:	Click Close, or click on the X in the upper right corner of the window.
Quick Search:	Click Close.
Update Company Utility:	Click Close in the upper left of the window, or click Close on the Mass Update Parameters panel. Note: This action does not close the Search tab panel. It closes the entire Update Company Utility window.