Searching for a Customer Contact
The Search Customer Contacts dialog box opens once you press the Search button on the Customer Contacts section of the Utility Customers tab. This dialog box allows you to search for a customer contact that was previously added to Service Alert.
The Search Customer Contacts dialog box displays the following fields and buttons:
• The Search Text field displays the text used to search for a critical customer account within the Service Alert tables. The text varies based on the search parameter.
• The Search Parameter field displays the current search parameter. The available parameters are Contact Name, Contact ID, Contact Title, Account Name, and Account Number.
• The
Search button performs a customer contact search within the Service Alert database based on the search text and search parameter. The search is executed against customer contacts previously added to Service Alert by means of the
Adding Customer Contact Information on page 8-30 functionality.
• The Clear button clears the Search Text field and the search results table.
• The Contact ID field contains the system assigned unique id for the customer contact entry.
• The Contact Name column contains the customer contact name.
• The Contact Title column contains the customer contact title, if applicable.
• The Account Name column displays the account name of the critical customer the contact is already associated with.
• The Account Number column displays the account number of the critical customer the contact is already associated with.
• The Add button associates the selected contact with the currently displayed critical customer, including contacts and contact phone entries, adds a row for this contact to the Customer Contacts table, and closes the Search Customer Contacts dialog box.
• The Cancel button closes the Search Customer Contacts dialog box.