xTuple logo

xTuple ERP Reference Guide

  
Collapse AllExpand All

9.3. Search for Prospect

To search for a Prospect, select the "Search for Customer or Prospect" option. The following screen will appear:

Search for Customers or Prospects

When searching to retrieve Prospect information from the database, you are presented with the following options:

Search for

Enter any character or combination of characters you want to match, followed by the TAB key. The "Search for" field supports pattern matching with Regular Expressions.

Tip

Hitting the TAB key activates the search operation.

Search through

Specify which of the following criteria you want to include in the search:

Prospect Number

Select to search by Prospect Number.

Prospect Name

Select to search by Prospect Name.

Primary Contact Name

Select to search by Primary Contact Name.

Primary Contact Phone #

Select to search by Primary Contact Phone Number.

Street Address

Select to search by Primary Contact Street Address.

City

Select to search by Primary Contact City.

State

Select to search by Primary Contact State.

Postal Code

Select to search by Primary Contact Postal Code.

Country

Select to search by Primary Contact Country.

Show Inactive

Select to show inactive Prospects as well as active Prospects. By default, inactive Prospects are not displayed.