The Clients search provides general fields for finding contacts classified as clients. Users can narrow the search by client number, name, and other fields. Only contacts assigned the Client contact type will be found when using this search. The search also only finds clients that are marked active; clients marked inactive or with nothing in the Status field will not be found with this search.
The following table summarizes how the default criteria fields on the Clients search map to InterAction fields.
Clients Search Criteria Fields
| Form Field | Corresponding InterAction Fields |
|---|---|
| Primary Client Number | The Primary Client Number additional field in the Client Information folder. |
| All Client Numbers | The All Client Numbers additional field in the Client Information folder. Note that the All Client Numbers field should contain primary client number as well as any additional client numbers. |
| Person or Company | Indicates whether the contact is a person or company. |
| First Name | The first name for a person. Note that this search does not find people work at a client; it only finds actual clients. People who work at a client company should be classified as Client Personnel. You can use the People search to find such people (see People Search). |
| Last Name | The last name for a person. This searches the Last Name field in InterAction. Again, this finds clients who are people, not people who work at a client. |
| Company |
The company name field. InterAction searches for client companies that have the specified company name and client people who have the specified company name. Note, however, that this does not find non-client people who work at a client company. This field searches both the Company Name and Company Also Known As fields. |
| Status (Hidden on form) | The Status additional field in the Client Information folder. This field is hidden on the form and set to Active. |
| Industry |
The Industry additional field in the Company\Person Information folder. By default, this field has the list items described in Industry Additional Field List Items. You can modify these items if needed and any changes will be reflected in the search form. To customize the list, add or edit the list items for the Industry additional field in the Company\Person Information folder. |
| City | The City address field. This finds clients that have a mailing address with the specified city. |
| State/Province | The State/Province address field. This finds clients that have a mailing address with the specified state or province. |
| Country | The Country address field. This finds clients that have a mailing address with the specified country. |
| Include Activities/Appointments in this search | Check box that displays activity criteria fields. This can be used to find clients based on activity criteria. |
Other Settings
The preview pane results display for this search form displays the out-of-the-box client profile.
This form includes a “Related Searches” section. This section includes two links that open other out-of-the-box search forms:
- Search Inactive Clients (see Inactive Clients Search)
- Search Former Clients (see Former Clients Search)