Restriction tab field definitions

Primary ID	Company's TMWSuite ID code.
Alternate ID	Alternate company ID code, such as an accounting ID.
Name	Company name.
Contact	Enter one or more characters of the primary contact's first and/or last name. Notes: 1. The system will retrieve company records for contact names that have the same characters in the same sequence you entered, regardless of where those letters appear in their names. For example, an entry of "Beth," would cause the system to retrieve companies with contacts named Beth Jones and Louis Corbeth. 2. This field does not support wildcard searches. 3. The system does not search entries in Alias fields.
Division Of	Parent company’s name.
Booking	Select the Booking Terminal to which the companies have been assigned.
With Children	Applicable if you have selected the Parent check box in the Company Types area of the window. Select this check box to indicate that the retrieval is to include not just parents that match your restrictions, but also any children of that Parent that also match your restrictions. Note: Children are sub companies of Parent companies.
Company Type	Select the check boxes that identify how the company is used in TMWSuite and any add-on applications that your company has purchased.
Database Table	If you are using the Company Work table, select Company, Work, or Both to specify the database table(s) the system is to use when searching for records. For more information, see Setting up a Company Work table.

Address	First line of the company’s street address.
City	Company’s city.
State	Company's state or province.
Zip	Company's ZIP or postal code.
Phone #	Company’s area code and primary phone number.
Geographic	Company’s geographic location, as recorded in the GeoLoc(format) field in the company’s profile. Note: This field is visible on the Company File Maintenance screen, but not on the .NET version of the company profile window.

RevType1–4	Revenue classifications to which the company has been assigned. Note: The field names and options are set up in the RevType 1–4 labels in System Administration.
Other Type 1–2	Company classifications to which the company has been assigned. Note: The field names and options are set up in the OtherType 1–2 labels in System Administration.
Type	Select the CRM Type classification for the companies you want to look up. The default options are Lead, Prospect, Pending Credit, New Customer, and Customer. Note: The options for this field are set up in the CRMType label in System Administration.

Contact Name

Enter one or more characters of any contact's first and/or last name.

Notes:

1. The system will retrieve company records for contact names that have the same characters in the same sequence you entered, regardless of where those letters appear in their names. For example, an entry of "Beth," would cause the system to retrieve companies with contacts named Beth Jones and Louis Corbeth.

2. This field does not support wildcard searches.

3. The system does not search entries in Alias fields.

Contact Phone

Enter the complete area code and phone number for any contact.