Top Clients Search

The Top Clients search provides general fields for finding contacts classified as top clients. Users can narrow the search by name, industry, annual revenue, and other fields. Only contacts assigned the Top Client contact type will be found when using this search.

Top Clients Search

The following table summarizes how the default criteria fields on the Top Clients search map to InterAction fields.

Note that in addition to any criteria the user enters in the fields, the search only finds contacts that have the Client contact type.

Form Field	Corresponding InterAction Fields
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	The Status additional field in the Client Information folder. By default, this field has the list items described in Status (Client) 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 Status additional field in the Client Information folder.
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 top clients based on activity criteria.

Other Settings

The preview pane results display for this search form displays the out-of-the-box client profile.