The company search screen enables you to retrieve, update, print or export company information for a single company or a group of companies. You must have administrative privileges or higher to use this function.
You can also reactivate a deleted company from this screen, but you must be logged in as PTADMIN to use this function.
The search screen works by matching the data that you enter in one or more columns. If you click the Search button without entering any criteria you receive a warning letting you know that you will retrieve all of your companies and this could take some time. Search criteria entered in a vertical column is handled as a logical OR. For example, entering NH in the State column in the first row and then MA in the state column in the second row will result in all companies located in New Hampshire OR Massachusetts. Data entered in a horizontal row is handled as a logical AND. For example, entering NH into the state column and LEE into the city column will result in all companies located in New Hampshire AND the city of Lee.
Performing a Search
Select Company Search from the System menu, or use the shortcut Alt Y S.
Enter search criteria in on or more column and click the Search Button or use the shortcut CTRL-Enter to execute the Search.
All matching data will be displayed in the grid. In the picture below is an example of all companies in the state of New Hampshire.
Once there is data displayed, a right click in the grid area will enable you to sort the results, filter out unnecessary data, print, or export the results. Clicking on the column headers will sort the data in ascending order and clicking the header again will sort the data in descending order. You have the ability to click on each company and then we have added the options to print selected rows or export selected rows.
Updates can only be made directly to the companies where any column is underlined.
Profit Tools also has the ability to open the company info screen from company search screen. Just double click the company.
If you are logged into Profit Tools as the PTADMIN and need to reactivate a deleted company, find the company that you wish to reactivate and change the status (as displayed in the picture above) from DELETED to ACTIVE.
Click the save button once your changes are complete.