Searches can be made from the Companies List page from Menu > Companies List
There are 2 possible search functions using this table:
- Local search: allows you to search through the table content only. This will start as soon as you begin typing a letter. The search functionality will find companies with corresponding information appearing.
Note: The difference between a local search and an advanced search is by hitting the enter button.
- Advanced search: to use this search function enter at least 3 letters and press enter. This will search all data within Corporate Messenger and present you with a list of matches.
You can search for the following:
- Company names;
- Names of Officer, Shareholders;
- Addresses (Registered Address, Principal Place of Business Address, Officer or Shareholders address)
- Family Group
- Reference Number (from the Company Profile)
Tip:If you would like to see all companies associated with a client, please do the following:
Navigate to Menu > Corporate Messenger > Companies. Use the advanced search to search for your client’s name. You do not need to enter the full name. Press enter on your keyboard and a list of Companies to which this person is associated as a Director or as a Shareholder will be displayed.