Searching for References

Use the All References Read Only and All References Across Organizations Read Only lists to search for references applicable to your accounts. These views are read-only; you cannot modify information, and a contacts list is not available. To use the reference contact information, contact the reference owner, whose User ID appears in the Primary Rep field.

This task is a step in Process of Managing Accounts and References.

To search for references

1. Navigate to the References screen, then the Reference Read Only List view.

2. In the References list, query for the references by specifying criteria in the appropriate fields.

3. In the reference record, drill down on the Primary Rep field to view reference owner information.