RB User Guide > Entities > Firms

Searching firms

Find firms directly in your RB database using various search criteria. Before entering a firm into the database, check to see if it is already there. See which contacts are connected to a firm, and add new contacts. See if there are duplicate entries with slightly different names that you can merge together. View financial and job trends of an individual firm.

  1. Set search criteria

    1. Entities > Firms
    2. In the Search By pane, no specific filter is required, but you must use at least one of the search filters:
      • Firm Name or a/k/a
        Enter part of a firm’s name or alias.
      • City

        Enter part of the name of a firm’s city.

      • State

        Click lookup button to select a state or states in the Lookup State popup. See Lookup panel.

      • Firm Type

        Click lookup button to select one or more categories of firms in the Lookup Firm Type popup. See Lookup panel. Firm types are set up in Lists > Firms.

      • Parent Firm

        Click lookup button to find a firm headquarters in the Lookup Parent Firm popup. See Looking up firms.

      • Client Of

        Click lookup button to restrict search to firms that are designated as clients of a specific resource in the Lookup Resource popup. See Looking up resources.

      • Sales Rep

        Click lookup button to restrict search to firms that are commissionable to a specific sales representative in the Lookup Resource popup. See Looking up resources.

      • Tag

        Enter text or click drop-down button to select an existing tag to restrict search to firms tagged with a specific term. Tags are set up in Lists > Firms.

      • Show Active Only

        Default is Yes. Leave as the default if you only want to see firms that you have designated as Active (see Entering general firm information). If you want to see all firms, click to select No.

      • Firm No.

        Enter the entire firm number assigned by RB.

  2. View results

    1. Click search button. All firms that fit the search criteria appear in the results pane.
    2. Click the hyperlinked Firm Name in the results pane to select it.
      • To update the firm
        Click Edit in the View Firm window. See Updating firms.
      • To view the firm’s contacts/add contacts
        Click Contacts > All Contacts in the View Firm/Edit Firm window. Only active contacts are displayed by default. Click Show Inactive to see all contacts. To add contacts, see Adding contacts to RB.
      • To view graphs of the firm’s financial and job activity

        Click Account Overview in the View Firm/Edit Firm window. See Viewing entity activity.

      • To merge firms
        See Merging data.
TIP: Set up the results grid to work for you

The Firms’ results grid layout is customizable. You can hide or show any column, rearrange the column order, stretch or shrink column widths, designate which column to sort results by in ascending or descending order, and choose which columns you want to always be visible when scrolling through the results. You can save your custom grid layout or return to the default layout. See Customizing grids.

NOTE: Finding firms on the fly

You can look up firms on the fly in any RB function with a Firm field. See Looking up firms.

Reference
Step-by-step instructions