Marketing Company Search

This option enables you to search the company file for the required company record, or create the company if not found.

Marketing Company Search Form

This form, from Company Records is displayed when you select file and open from the top tool bar, click the icon, or click on ellipse button.

Note: The Create button will only be enabled once you have carried out a search.

The marketing company search form has three different ways to search.

• Magic Number

• Word search

• Short name

You can choose which method you wish to conduct your search by selecting the appropriate radio button.

Magic Number: Will search the company file for the record number. Enter the target number and click on search button, the target record will be displayed.

Word search: Will search on up to three separate words, each one up to eight characters long, with a minimum of three characters to identify the company. Words can only be searched on stem basis, and not on a contains basis, e.g. if you are looking for a company(ies) called Kerridge with an address in Hungerford, you can enter Kerr in the first word and Hun in the second word, the system will retrieve any matching records. However if you entered ridge and ford, these are not the stem words of Kerridge and Hungerford and the system would not retrieve a match. The word search is not case sensitive and will except the search in any order e.g. hun and kerr. You will be able to search for company name, address lines 1-5, postcode, company short name, and up to four phone numbers.

When you have entered your criteria, click the search button. The system will now display a list of matching records showing the company record number, name and address.

To search again, click the cancel button in the company word search results form, change the search criteria, and click the search button.

Short name: Will enable the options to search for shortname, which is derived by the system from details within the company name and the postcode.

Postcode: Enter the postcode of the company, click the search button. The system will display all matches or, if an exact match is found, then the first screen of the target-record. This field can be left blank.

Creating a company manually

Warning: Always search thoroughly before creating a new record as duplicate target records will be created.

If the post code address file is not being used, you must enter the company details manually, as per Company records

Creating a company using the post code address file

Note: This section only applies to the UK

If the post code address file is being used when you click on create the system will open up a window, postcode lookup, prompting for the input of a post code.

Enter the post code, which can be entered in upper or lower case and does not require spaces. A second window showing (up to) the first ten street numbers or house names covered by that post code, and prompting for which building to select.

Assuming that a valid street number or house name is displayed, and that you have selected it, the system will display the complete address for that record in the original window.

At the bottom of the screen, you will be offered the opportunity to continue or retry. Assuming that the continue button is clicked, the system will search for existing companies with the same postcode and display them for information purposes only, thus checking again that this company has not been created on your marketing database. If you select continue the Company records form is displayed entering the address and postcode.

Note: The postal town is always shown in upper case. This is not an error but the convention recommended by the Post Office

PUSH BUTTONS:

Search. The radio button defaults to word search, if this is left blank a message will be displayed, "Please enter a word for the word search". If the magic or short name radio button has been selected and left blank the system will display the whole target file in number order.

Cancel: Returns you to Company records

Help: Display help on the current application.

Create: Allows a new company record to be created.