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Entity and People Search

Victoria
Victoria
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Learn how to search for entities and people across the Athennian database!

In Athennian there are a few different ways to search for Entities and People from the search bar.

 

Entities 

A. To search for entities, follow the steps below:

  1. Navigate to the Entities tab down the lefthand side of the application;

  2. Click into the Search bar in the top right-hand corner of the screen.

  3. Search for an entity using any one of the following Filters: Name, Business Name, Type, Tags, Previous Names, Tax ID Number, Registration Number, Minute Book Number, Client Number, Document File Number, Jurisdiction Region, Jurisdiction and Country.

  4. Set the Entity Status to include Confirmed, Pending, Not Managed, Template, Outgoing, Let Lapse, Closed, in your search  

B. Search for an entity using quotation marks in any of the following ways:

  1. To search by the exact name of an entity; or
  2. To search for specific information contained in the profile of an entity. Note: When quotes are used, all filters will be ignored and the search will return an exact search result

People

A. To search for people, follow the steps below:

  1. Navigate to the People tab down the lefthand side of the application;

  2. Click into the Search bar in the top righthand corner of the screen;

  3. Search for a person in any of the following ways:
    a) Type the first, last, and/or middle name of the person to view a list of all people with that first, last, and/or middle name. For example, by typing John Doe, a list of all people with John AND Doe will pull up in the search results
    b) Use quotation marks to search by the exact name of the person to view a list of only people with that exact name in that same sequence. For example, by typing "John M Doe" or "John Max Doe", a list of only people with those exact names together in that same sequence will appear.
    c) Use the Statuses located in the search bar to search by the status of People.

When creating entities and inputting person/entity information into the entity profiles, searching in the same way for both the entities and the people is possible, except that the filters will not be available.