Searching Organisations by ProfileSearching by Profile- From the Cadzow 2000 Main Menu, choose Contact Manager.
- Choose Enquiries — Contacts.
- Choose the Profiles Criteria tab.
- Tick Do You Want To Search Using Profiles.
- Choose the profiles you are interested in.
- Choose Next Step.
You will then be presented with a list of matching organisations.
Searching for Organisations without a Profile- From the Cadzow 2000 Main Menu, choose Contact Manager.
- Choose Enquiries.
- Choose the Profiles Criteria tab.
- Tick Do You Want To Search Using Profiles.
- Click Add All.
- Click Match Any Of These Profiles.
- Click Next Step. This list represent organisations with at least one profile.
- Chose the Tagging tab.
- Click Untag All (in case some of them are tagged already from earlier work).
- Click Tag Only The Items In The List.
- Click Inverse Tags (resulting in the opposite organisations being tagged — ie. the ones without profiles).
- Close Enquiries — Contacts.
- Choose Enquiries — Contacts (again).
- Click Tagged Entries Only.
- Click Next Step.
These are the organisations that do not have any profiles.
Search Transactions by Profile- From the Cadzow 2000 Main Menu, choose Accounts Receivable.
- Choose Enquiries — Transactions.
- Choose the Advanced II tab and choose the Profile required.
- Choose any additional criteria required.
- Choose Next Step.
You will then be presented with a list of transactions for organisations matching the profile. |