Search for Customer Records

The Search form is displayed when specifying a customer for an enquiry. It consists of:

• Two tabs for performing different searches:

  • Word Search: Simple keyword searching for finding records containing, in any order, the combination of keywords entered in the Search for field. In other words, there is an implicit AND in operation when multiple keywords are entered. Stems can be used, where a stem is the first part of a word (e.g. 'SON' is a stem of 'SONia' but not 'wilSON'). Wildcards and Boolean logic labels cannot be used. The word search can include up to three components but each component must contain between 3 and 8 characters. The search is not case-sensitive and includes the following fields:

    Customer records
    Title / Initial / Surname First name Short name Post code Address line 1-5 Home phone Work phone Mobile phone Fax Company name

    Tip: If you know the magic number of a customer record you can enter it in the Search for field to immediately load that record.

    The other tab provides a targeted search on specific fields in customer records, as follows. The same rules apply as described above.

  • Customer: Advanced search for customer records using any combination of:
    • Short name
    • Initials
    • Postcode
    • Phone
    
    

• The Search results area, which displays the results of searches. Records to which the user does not have access are prefixed with an asterisk and cannot be loaded.

  Warning: The maximum number of results that are displayed for each record type is determined by a setting in System Parameters in the CRM module. If more records are found an additional line reading 'More results...' is displayed, indicating that you should try to narrow your search terms.

• The Detail area, which displays data from selected records unless the Sensitive customer field has been selected in a customer's record.

  Tip: If a customer record is attached to a company record the name of the company will be displayed. To view the address and telephone number of the company, click the button.

• PUSH BUTTONS:

  • Create: Allows new records to be created if searching is unsuccessful.
  • Load: Loads the selected record.
  • Cancel: Return to the previous form.

To find and load a record, enter search terms in the appropriate tab, as described above, select the record from the list subsequently displayed in the Search results area, check the details displayed in the Detail area, and finally click the Load button.