About Zift PRM Search

Overview

The Zift PRM Search allows you to search for person, organization and location information quickly and efficiently in one simple search. The standard location for Zift PRM Search functionality is at the top right of any Zift PRM screen. Enter the search text into the search box and it will open in a new tab.  

How to Search

To use the Zift PRM search, enter any text and the system will search the meta data fields will be searched automatically. Any entity with any matching values will be returned.

Entity Type	Search Fields
Organization	Organization Name
	Organization ID
	Website Address
	First Name
	Last Name
	Email
	AKA (Also Know As)
	VAT Number
	Salesforce ID
Person	Person ID
	First Name
	Last Name
	Email
	Address Line 1, 2, 3, 4, and 5 of the location of the person
	Postal Code of the Location of the person
	Organization Name

The Zift PRM Search looks for people, location, and organization information. 

It is possible to combine search terms to search for a name + an organization ID, or a person ID plus an email, or a surname and an organization ID. To use this function you can use any of the above search criteria together and separate them using a space.

The search functionality also allows you to retrieve recent searches as well as a providing an Recent and Advanced search. 

• The Recent Searches displays any recent search criteria that you entered into the search box. The recent searches display the top 10 latest searches that you have performed. These last 10 searches are then displayed in a list format that are all a clickable link which means you can return to the search you performed.
• The Advanced Search allows you to perform a much more detailed search on Organizations, Sites, and People.

Search Results

Once you have entered your search criteria in the Search Box, press Enter and you will see a drop down menu that lists both Organizations and People that match your results. 

To view all results for all matching Organizations click Organization.

This will show all the Organizations listed with their Name, Org Type, Country and
Website.

To view the Organization, hovering over the Organization Name (blue link) will take you through to the Organization Detail of the Organization.To view the Organization’s Dashboard, click the Dashboard Link located just above the Add organization link.You can re-order the search results in alphabetical order by selecting the header of the column; this will automatically re-order the column in ascending or descending order.

Related Topics

Organization Entity

Person Entity Fields

Location Entity Fields.