Fast Find Task Pane

Fast Find Task Pane allows you to quickly locate companies by name or company related numbers. Use the Searches only return companies from product I own option on the Company Searches tab in User Preferences to limit the search results to companies in products in which you subscribe. To automatically show the Fast Find Task Pane at startup, choose Show fast find task pane at startup on the General tab in User Preferences.

Access Fast Find Task Pane from the Task Panes group button.

1. Select one of the following search options.

• Company Name

• AMB Number

• NAIC Company Number

• Federal Employer ID Number

• Alien Insurer ID Number

2. Type the search criteria in the Search Term text box.

• Searching by AMB Number or NAIC Company Number allow for multiple company searches. Separate each number with a comma without spaces.

• Searching by company name uses a Starting With search option.

3. Click the Search button to complete the search. The search results display in the Task Pane. The companies are placed in a temporary list called -Search Results- within Custom Lists.

4. Optional: Click the Save as Custom List button to save the search results as a custom list.

5. Determine what you would like to do with the search results.

1. Select the appropriate BestLink for Excel feature from the Take My Results To? drop-down list. Available features include the Company Overview, Quick Reports, or Report Wizards.  

2. Optional: Set a default selection for the Take My Results To? drop-down list. The selection is saved to the Company Searches tab in User Preferences.

3. Click the Go button.  
   The appropriate BestLink for Excel feature displays.