In the Client Trading Activity system (see Working with the Client Relationship Management Tool) once you have a list of contacts, you can then easily search your client list.
You can search for an institution name, a client name or an asset. Moreover, if you define multiple elements, e.g., an institution name and a client name, the system will display all contacts that include all of the defined elements.
|
|
The search functionality is always run on the entire list of contacts, regardless of what is displayed in the window itself. So if you have already run a search (so that only a subset of your contacts are displayed) and you then edit the search criteria, the new search will still be run on the entire list and not just on the displayed subset. |
To search the list:
| 1. | Enter the search values in the Search line. |
| 2. | Click Search. The system returns a list of contacts that meet the search criteria. |
To re-display the entire list of contacts after running a search:
After running a search, to re-display the entire list click the Clear button.