Please Note: This is only available for UK postcodes.
When working in Sales, you may often be out on the road. The Nearby Customers search allows you to instantly find customers close to your location, helping you make the most of every journey.
To use this tab, the Company’s Main Address must be populated. If the Country field is not set on the address, the tab will not be visible. You can review and update the Company’s address within the Address tab.
Step 1: Locate the Nearby Search
The Nearby page is located on all Companies.
Step 2: Filter the Search
By default, the Companies postcode will be pulled through to the Postcode field, but you can change this to an alternative postcode if required. Also, the search will try to find all Companies within a 25 mile radius, but again, you can amend this distance if needed. Once happy with your amended search filters, click the 'Search' button and all nearby Companies will be listed, as well as distance in miles.
Step 3: Use the Report Builder
Within the People & Places Report group, you also have a 'Companies Near UK Postcode' Report. Here, you can specify a postcode and the distance to obtain a list of Companies nearby. Once happy with your search criteria, click the 'Search' button.
