The Companies feature in Cadence provides powerful filtering and search capabilities to help you quickly locate specific companies in your event. Through the Companies Menu, you can use various search criteria and filters to find companies by name, group, appointment availability, or custom fields, making it easier to manage large numbers of participating organizations.
When to use
When looking for specific companies in a large event
When filtering companies by group, category, or custom criteria
When identifying companies with specific appointment availability
When creating targeted lists for reporting or management
You must have System Administrator or Event Manager permissions to access all filtering features. Some filtering options may be limited based on your permission level.
How to do it
Navigate to your event dashboard in Cadence.
Click on "Companies" in the left sidebar menu.
Locate the search bar at the top of the Companies page.
Enter your search term in the search field.
You can search by company name, description, or other text fields associated with company profiles.
Press Enter or click the search icon to execute your search.
Review the filtered results showing only companies matching your search criteria.
Click the "Refine" button next to the search field to access advanced filtering options.
Select filter criteria from the available categories:
Company groups
Appointment availability
Custom fields
Visibility settings
Choose specific values for each filter category as needed.
For multi-select custom fields, you can select multiple values to find companies that match any of the selected options.
Click "Apply" to update your search results with the combined filters.
Clear filters by clicking "Clear All" or the "X" next to individual filters.
Toggle between List View and Grid View using the view selector in the upper right corner.
List View provides more detailed information in columns, while Grid View offers a more visual representation with company logos.
Export your filtered results by clicking the "Export" button if you need an offline copy.
Troubleshooting
If your search returns no results:
Check for typos in your search term
Try using partial terms instead of complete words
Verify that companies have been properly added to your event
Ensure you have permission to view all companies in the event