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How Do I Search by a Product or Account Number?

Boni Newberry avatar
Written by Boni Newberry
Updated over 2 months ago
  1. Navigate to the Contacts tab and enter the Product Number in the search bar to view the Product Owner.


  1. From the main navigation menu, select Reports > Product Report > Run Report

  2. Enter the Product Number in the search bar to view the Product Owner.


I added a product to a business contact type, but now I don't see it. Can a business or organization be a product owner?

Yes, but you need to add the respective members since organization's will roll up products that belong to members of that organization. A primary and secondary contact are not, by default, members of an organization. This prevents scenarios where a contact has products that have nothing to do with an organization but they are a point of contact for the organization. Primary and secondary contacts can always be added as members.

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