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Searching Organisations by Profile

Searching by Profile

  1. From the Cadzow 2000 Main Menu, choose Contact Manager.

  2. Choose Enquiries — Contacts.

  3. Choose the Profiles Criteria tab.

  4. Tick Do You Want To Search Using Profiles.

  5. Choose the profiles you are interested in.

  6. Choose Next Step.

    You will then be presented with a list of matching organisations.

Searching for Organisations without a Profile

  1. From the Cadzow 2000 Main Menu, choose Contact Manager.

  2. Choose Enquiries.

  3. Choose the Profiles Criteria tab.

  4. Tick Do You Want To Search Using Profiles.

  5. Click Add All.

  6. Click Match Any Of These Profiles.

  7. Click Next Step. This list represent organisations with at least one profile.

  8. Chose the Tagging tab.

  9. Click Untag All (in case some of them are tagged already from earlier work).

  10. Click Tag Only The Items In The List.

  11. Click Inverse Tags (resulting in the opposite organisations being tagged — ie. the ones without profiles).

  12. Close Enquiries — Contacts.

  13. Choose Enquiries — Contacts (again).

  14. Click Tagged Entries Only.

  15. Click Next Step.

    These are the organisations that do not have any profiles.

Search Transactions by Profile

  1. From the Cadzow 2000 Main Menu, choose Accounts Receivable.

  2. Choose Enquiries — Transactions.

  3. Choose the Advanced II tab and choose the Profile required.

  4. Choose any additional criteria required.

  5. Choose Next Step.

    You will then be presented with a list of transactions for organisations matching the profile.

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