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Find a Tracker Organization

Requirements: Some Interaction Tracker functions are available only if you have the appropriate licenses and security rights. For more information, see Tracker Licensing and Rights.

When you work with Tracker information, there are several places where it is necessary to search for Tracker Organizations. Tracker Organizations are associated with Tracker Contacts. Tracker Locations are associated with Tracker Organizations.

To find a Tracker Organization:

  1. Do one of the following:

    • Click the Search control next to an Organization text box and then select Advanced Search.

    • From the Tracker menu, select Find Organization.

Result: The Find Organization Wizard appears.

  1. Enter your search criteria and click Next>.

Result: The Search Results page of the Find Organization Wizard appears. It lists all matching organizations.

  1. Do one of the following:

    • To finish selecting an Organization or return to the CIC client, select an entry and click Finish.

    • To further refine your search, click <Back and enter additional search criteria.

    • Click the Organization Name hyperlink.

    • Right-click anywhere on the row containing the organization and select Properties from the shortcut menu.

Result: The Properties for Organization dialog box appears. From this dialog box, you can modify the organization information or Add a Tracker Location, as needed.

Related Topics

Modify Tracker Organization Information

Delete a Tracker Organization