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How to Search - Searching Basics

ExecRelate offers two main search modes for greater flexibility — Quick and Advanced

Perform a Quick Search to find people based on personnel data including:

• Company Affiliations
• Education
• Certifications, Associations and Awards

With Quick Search, you can also identify all personnel for a company based on title or responsibility:

• Simply key in the company name.
• Select the types of personnel you want from that pop-up list.
• Then, click Search to get your results.

To quickly access a person’s biographical profile:

• Perform a search using the person’s name along with the name of a company they are affiliated with
• Then, click on the person’s name within the search results to open up his or her profile

Perform an Advanced Search for more layered people or company results:

If you want to find board members or even marketing directors of a certain age that attended a particular university, our search flexibility makes it simple:

• Choose up to 5 criteria from amongst 35 different components to locate exactly the information you need.
• For each component that you select in the first column, open up the Pick-List to populate your criteria selections in the second column.
• Then, hit Search to get your results.

Add to “My Saved Searches”

Use Save Your Searches to quickly reference your results:

• To save a current search on the Advanced Search screen, click the “Add to My Searches” box on the bottom right of that screen before you hit the Search button.
• Then, you can quickly access your previous search set and retrieve its results whenever you need.

General Search Tips

• When searching company name, keying less yields more –

  e.g., company name = “Best” will return both “Best Buy Co., Inc.” and “Unilever Bestfoods”

• You can search by a NAICS group instead of identifying an individual NAICS code if you want to.
• Key the two-digit general NAICS group from the first pop-up menu into your search instead of identifying the more specific 4-digit code to yield all the company results in a general industry.
• Select NAICS as the search category in the first column.
• Then, click “Select from List” to the right to open up the first pop-up which looks like this:

• Pick the 2 digit code of the general NAICS category (e.g. 31 for all Manufacturing companies.)
• Go back to the search screen to key 31 in the second prompt for that search category.