11.2 Searching for an Entity

The Entity Search and List page allows you to search for an entity and view the results.

To search for an entity, follow these steps:

  1. Navigate to the Entity Search and List page.
    The following search criteria as described in the following table are available to find the entity you are looking for:

    Note:

    All search fields are mutually exclusive unless otherwise noted.

    Table 11-1 Form Fields to search the business entity

    Field Description
    Entity Type Select the Entity Type as Account, Customer, or External Entity
    Entity ID Enter the unique identification number of the entity selected in the Entity Type field.
    Entity Name This field accepts wildcard entries. To search using a wildcard, use the % symbol. Minimum of three characters are required for wildcard search.
    Tax ID This field is only displayed if you select Account and Customer entity types.
    Alternate ID This field is only displayed if you select Account and Customer entity types.
    Entity ID Type This field displays only if you select the entity type as External Entity. To search with this field, you should provide value for Entity ID or Entity Name field.
  2. Click Search. If the search criteria matches the values you have entered, the Entity Search and List page displays. These details vary based on the selected Entity Type (Account, Customer, or External Entities).
  3. From the Entity Search and List page, click the Entity ID to view more details. The Entity Details page displays.

    Note:

    The Search and View actions for Account and Customer are recorded. For more information, see the Auditing Search/View Details for Account and Customer in Research UI section in Administration and Configuration Guide.
  4. In the Overview tab, you can view details of the entity. These details vary based on the Entity Type (Account, Customer, or External Entities).
  5. In the Relationships tab the events and cases related to the entity are displayed. The Case ID is hyperlinked to view the details of a related case