Searching for Another Organization

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Searching for Another Organization

Created by Russ Hartle, Modified on Tue, 27 May, 2025 at 10:43 AM by Russ Hartle

1. To search for another organization, click inside the Name box (A), and then click the “Clear” button (B).

*Tips:
The “Clear” button is useful anytime you want to start over and search for something new. Make sure to save any changes on the current record before clearing the window and starting a new search.

2. Enter part of the organization’s name (A), and then click the “Search” button (B).

3. Follow steps 3a-4a in the Searching and Entering an Organization section of this chapter for more details on searching and choosing, or creating and saving a new organization.

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