Search Results

The search results at the bottom of the page contain persons, accounts, and premises that match your search criteria. The information displayed in this area differs depending on the type of search you perform. You can perform searches on a customer's name, address, phone number, person contact, person identifier and geographic value.

The information strings that display in the Person/Account and Premise columns vary depending on what context information is present:
  • For a person that is not linked to an account, the Person/Account information string will include the text ‘No Account Information’ and the Premise column will be blank.

  • For an account that does not have a service agreement, the Person/Account information string will include the text ‘No Service Agreement’ and the Premise column will be blank.

  • For an account with a service agreement that is not currently linked to a service point, the Premise column will display ‘No Premise Information’.

  • For a premise that is not linked to an account, the Person/Account column will display ‘No Person Information’.

Note:

The first 300 matches are retrieved and displayed. The base search zones are configured with the Number of Rows to Display and Number of Rows to Retrieve for SQL parameters set to 300. If you do not find the account / person / premise you are looking for in the set of results, refine your search criteria. A Control Central Search Factor feature configuration option (in the General System Configuration feature type) controls the maximum number of indexed results that will be evaluated by name and/or address before filtering is done. For instance, if the search factor is set to 3000 and a search is for 'Smith%' on '%Main St', the search will get the first 3000 'Smith%' from the name index and the first 3000 '%Main St' from the address 1 index. Then it will filter out non-matching combinations. Regardless of the resulting set, the search will not return more than the Number of Rows to Retrieve for SQL, which is set to 300. The search factor can be set to any number from 301 to 50000. Note that the higher the factor used, the more possibility of affecting performance. If this option is not specified, the default is 3000.

Automatic selection if only one match. You don't have to select a record if there is one and only one object that matches your search criteria. The system automatically selects it and transfers you to Control Central - Account Information.

Use Tab and Enter to select an account / person / premise. You don't have to use the mouse to select a record when multiple matches are returned. The system highlights the first row in the search results. If this is the account / person / premise you are looking for, press Enter to select it. If not, press Tab until you've highlighted the desired record and then press Enter to select it.

Use the Work List sidebar zone to navigate to any account / person in the search results. When you select a record from the search results, you are automatically transferred to Control Central - Account Information. If you want to look at a different account that appeared in the search results, you do not have to return to the Main tab. You can use the Work List sidebar zone to load another account without leaving the Control Central - Account Information page. To build the work list, run the search and click on the Work List button that appears in the Person /Account column heading. This will copy over the contents of the Person/Account column into the Work List zone in the sidebar. Refer to Work Lists for more information.