Searching for Contacts, Customers, Prospects, and Premises

When you answer a call in a utility service center, you can use the Person and Premise Search page tab to search for records associated with the caller or premise so you can view the information you need to resolve the caller's inquiry.

Perform Your Search

To search for contact, customer, prospect, and premise records:

1. Access CX for Utilities Agent Service.
2. From the Person and Premise Search page tab, in the search field, select your search method from the drop down menu. Options include:
   • Name
   • Billing Account ID
   • Phone Number By default, you must enter the phone number in [phone] format and you cannot use wild cards. However, your system administrator can set up a different format for entering phone numbers in search.
   • Email Address
   • Primary Identifier (Select a sub-option as needed.)
   • Geo Type (Select a sub-option as needed.)
   • Meter Badge
   • Prior Billing Account ID
3. Enter full or partial text in the search field, and then hit Enter:
4. To sort the displayed records:
   • Click the Sort icon next to one of the column headings. By default, the column is sorted in ascending order. Click the icon again to sort in descending order.
   • Note that you can sort by only one column heading at a time.
5. When you have found the contact, customer, prospect, or premise you want to view or update, click the Actions menu on the right side of the record to view allowed actions, or click the hyperlink in the Type column to access the main page for the record.
6. Continue to one of these topics:
   • Editing Contacts (Quick Method)
   • Edit Contacts (Detail Method)
   • Using the Customer Dashboard
   • Setting Communication Preferences
   • Managing Premises
   • Enrolling Customers in Payment Plans