Advanced Search

On the Search page, you can perform three different types of advanced searches: alphanumeric, phonetic, and blocking. The fields displayed on the Search page are configured by the system administrator. You can enter as much information as needed to narrow down the search appropriately. For blocking searches (and some phonetic searches), certain combinations of criteria are required to perform a search. The search is only carried out for the combinations that have complete data.

For example, a blocking search might be configured to search on the following combinations:

• Company Name and Sales Region

• Company Name and Address Line1

• Tax Payor ID

• Stock Symbol and Address Line1

If Company Name, Address Line1, and Stock Symbol are entered as criteria, only the second and fourth combinations are carried out. The returned result set would include any records that match on Company Name and Address Line1 or that match on Stock Symbol and Address Line1. If only Company Name is entered as criterion, no records are returned since it does not fulfill any of the combination requirements.