Menu Option | Description | Toolbar Icon |
|---|---|---|
Set Wild Card Searching | Allows you to set the wild card search option. Wild card searching allows you to enter partial names or numbers in the searchable fields and all matching results will be returned. For example, if you have the wild card searching set to Both, and you enter "anders" into the Name field, the system returns customers named "Anderson", "Andersen", and "Sanders". • Before - puts a wild card before the search string • After - puts a wild card following the search string • Both - puts a wild card both before and after the search string | -- |
Use Sound Search | Allows you to use the "sounds like" search feature, which displays search results that are phonetically similar to the search criteria. For example, if you enter "Jon Doh", the system would return customers such as "John Doe." If you select this search option, Wild Card searching and Exact Match searching options are disabled until this option is toggled off. | -- |
Use Exact Match Search | Displays search results that exactly match the search criteria. This is the most restrictive search option. Wild Card searching and Sound searching options are disabled until this option is toggled off. | -- |
Set Max Searching Results | Allows you to set the maximum number of search results returned. If you enter a maximum search result of "50", up to 50 entries display in the Customer Selection or Call Selection (search results) dialog box. This feature is helpful when using wild card searching. (For performance reasons, the system will not allow the maximum search results to be set above 100.) | -- |