AMS360 returns a maximum of 100 companies to the Company Search results. By default the system displays 20 records per page, however you can change this in Agency Setup or User Options. The Agency Setup options are for the entire agency but you can override this by individual user, in the User Options form.

• The System Configuration Options in Agency Setup.
  
  
   

• The Display Options in User Options.
  
  

How to Narrow the Search Results

To narrow the search for a company in a long (more than one page) list:

1. From the Company Center, click the Name field and type a few characters of the company's name. You can also use the asterisk (*) as a wild card. Enter the initial characters of the company name, followed by the (*) and click Search to return a list of all companies beginning with those alpha characters.

2. Select to include Insurance, Brokerage, Finance or Fee companies to narrow the search to one company type.

3. Select to include only ActiveorInactivecompanies to narrow the search to one of these company types.

4. Click Search or [Enter].

5. Use Quick Pick to select an item from the Search Results list.

A company can be set to an inactive status by checking the Inactive box in the Company Setup form.

Field Name/ Group	What is this?
Match On	Prefix This is the default. To narrow the search, enter as many characters of the company name as you know. Keyword Narrow your search based on specific keyword(s) within the name. This search is an exact word match. Begin Use this search option to begin the list with a specific letter of the alphabet.
Color Setup	Click the Foreground link to change the text colors of inactive companies. Click the Background link to change the shading behind the text of inactive companies. Then, select the desired color from the Color Selector, and click Apply.
Apply Apply Default	Click the Apply or Apply Default buttons, as appropriate.
Save as User Default Options	Check this box and click Apply, to store new Match On and/or Color Setup settings as your user default.

AMS360 returns a maximum of 100 companies in the search results list. The system displays 20 records per page, but this can be changed in Agency Setup-System Configuration Options.

• If you have more than 100 companies, use the alpha + wild card, (e.g., [S*]) to start the company list with that letter. Or, use a keyword search.

• To move to another page of search results use the Next button in the upper left.

OR the page numbers in the upper right.

• You can also sort the list in ascending or descending order based on the label (e.g., Name or Type) in the header row. The direction of the arrow identifies the sort order of the list. In the example below company names are sorted in ascending order.

• To open a company for viewing or editing click the company's name. To initiate an email to the company click their email address.

You can also use the Quick Pick feature for selection.