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Users have a variety of methods to search for existing customer records to see if a record exists and review customer information. In addition, when a record is selected the search results will conveniently be displayed to allow the user to quickly switch between multiple records. By default, the customer module will display customer records that have recently been viewed.

Step-by-Step Guide

There are several two ways to search for personnel customer records; Quick Search, and Advanced Search, and Advanced Query Search.

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Quick Search

1. The quick search is used by typing text in the search box and hit "Search". It checks the entered text against applicable fields on all personnel ALL customer records and will return any possible matches.

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2. When the entered text matches more than one field users will see multiple results.

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   Image Added Note After listing exact matches there will be other relevant results that may help users find what they need.

   
   

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Advanced Search

1. Perform more in-depth searches by expanding the advanced search dialog.

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2. The advanced search allows users to specify values for fields.

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3. Click search and the personnel customer record fields matching will be listed.

Advanced Query Search

1. The search box allows users to enter searches on specific fields (similar to what appears in the search box after performing an advanced search). 

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   The syntax used is the name of the advanced search field, a colon, then the search criteria.

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   Entering the query parameter allows users to search on a specific field rather than searching for matches in any field.

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   This shows three different searches:

   • Last Name = lastname
   • Accont Type = accounttype
   • Status = status

   These commands can be combined together or with generic text to quickly narrow down the results.

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1. Image Added Info When users perform an advanced search the query used will be displayed. Users can manually modify these or open the advanced search to

1. adjust the parameters.

Result Detail Search

When a result is selected and the details are displayed the search results will remain listed on the left side of the screen.

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1. Keeping the results displayed allows users to easily switch between records.

2. The results can be limited by typing in the search box and filter the remaining records.

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