Search for Marketing Vendors

Use the Marketing Vendors Search screen to locate marketing vendors and contacts. On the Vendors page. select Search for a vendor in the explorer bar.

You can enter partial names or individual letters in the search criteria fields. Also, the search process is not case-sensitive. You can leave the fields blank to search all vendors and vendor contacts, but if the program finds more than 100 records, only the first 100 will appear in the Results grid.

The table below explains each item on the Marketing Vendor Search screen.

Screen Item	Description
Vendor/Contact name	Enter the name of the vendor or vendor contact to locate. You can also enter a partial name or individual letter in this field.
Contact first name	For a contact, enter a first name.
Lookup ID	Enter the vendor or contact’s lookup ID.
Service type	Enter the vendor’s service type.
Service category	Enter the vendor’s service category.
Status	Select whether the vendor is active or inactive.
Address Information	Enter the vendor’s street address, city, state, zip code.
Match all criteria exactly	Select this checkbox if you are sure the criteria you enter are an exact match.
Search	Select this button to activate the search.
Clear	Select this button to remove the search criteria.
Settings	Select this button to add or remove search fields from the vendor search screen.
Select	Select a record in the grid and select this button to open it.
Results (grid)	The search results appear in this grid.