360° Search

The 360° Search zone allows you to search for a person and account using various search criteria. It contains the following two sections:

• Search Criteria - The Search Criteria section contains the following fields:

  Field Name	Field Description	Mandatory (Yes or No)
  Search By	Used to indicate whether you want to search for a person or account. The valid values are: Person Account Note: By default, the Person option is selected.	Yes
  Division	Used to search persons or accounts which belong to a particular division.	No
  Person Name	Used to search a particular person using its primary or secondary name. If you specify the person name while searching for an account, the system searches all accounts where the person is the main customer. Note: This field appears when: The Person option is selected from the Search By list. The Account option is selected from the Search By list and the Advanced Search link available in the right side of the 360° Search zone is clicked.	No
  Person Type	Used to search persons of a particular type. The valid values are: Bill Group Broker Business Group Parent Customer Person Note: This field appears when the Advanced Search link available in the right side of the 360° Search zone is clicked.	No
  Customer Segment	Used to search for a persons which belong to a particular customer segment. Note: This field appears when the Person option is selected from the Search By list and the Advanced Search link available in the right side of the 360° Search zone is clicked.	No
  Prospect	Used to search for persons which are prospects for whom a deal is defined in the system. The valid values are: Yes No Note: This field appears when the Person option is selected from the Search By list and the Advanced Search link available in the right side of the 360° Search zone is clicked.	No
  Address	Used to search persons with a particular address or accounts' whose main customer has a particular address. Note: This field appears when the Advanced Search link available in the right side of the 360° Search zone is clicked.	No
  City	Used to search persons who belong to a particular city or accounts' whose main customer belongs to a particular city. Note: This field appears when the Advanced Search link available in the right side of the 360° Search zone is clicked.	No
  Phone Number	Used to search a person with a particular phone number. Note: This field appears when the Person option is selected from the Search By list and the Advanced Search link available in the right side of the 360° Search zone is clicked.	No
  Person ID	Used to search a particular person. Note: This field appears when the Person option is selected from the Search By list.	No
  Person Identifier Type	Used to indicate the person identifier type based on which you want to search for a person or account. Note: This field appears when: The Person option is selected from the Search By list. The Account option is selected from the Search By list and the Advanced Search link available in the right side of the 360° Search zone is clicked.	Yes (Conditional) Note: If you specify the person identifier as a search criteria, you have to select the person identifier type.
  Person Identifier	Used to search for a person or account by specifying the person identifier. Note: This field appears when: The Person option is selected from the Search By list. The Account option is selected from the Search By list and the Advanced Search link available in the right side of the 360° Search zone is clicked.	Yes (Conditional) Note: If you specify the person identifier type as a search criteria, you have to enter the person identifier.
  Characteristic Type	Used to search persons or accounts with a particular type of characteristic. Note: This field appears when the Advanced Search link available in the right side of the 360° Search zone is clicked.	No
  Characteristic Value	Used to search persons or accounts with a particular characteristic. Note: If you select a predefined characteristic type, the Search () icon appears corresponding to the Characteristic Value field. On clicking the Search icon, the Predefined Characteristic Search window appears. On specifying the value for a predefined characteristic type, the description of the characteristic value appears corresponding to the Characteristic Value field.	Yes (Conditional) Note: If you specify the characteristic type as a search criteria, you have to enter the characteristic value.
  Customer Class	Used to search accounts which belong to a particular customer class. Note: This field appears when the Account option is selected from the Search By list.	No
  Account ID	Used to search a particular account. Note: This field appears when the Account option is selected from the Search By list.	No
  Account Identifier Type	Used to indicate the account identifier type based on which you want to search for an account. Note: This field appears when the Account option is selected from the Search By list.	Yes (Conditional) Note: If you specify the account identifier as a search criteria, you have to select the account identifier type.
  Primary Account Identifier	Used to search an account with a particular identifier. Note: This field appears when the Account option is selected from the Search By list.	Yes (Conditional) Note: If you specify the account identifier type as a search criteria, you have to enter the account identifier.
  Account Category	Used to search for accounts which belong to a particular account category. The valid values are: Invoice Account Settlement Account Usage Account Note: This field appears when the Account option is selected from the Search By list.	No
  Product	Used to search for accounts which are enrolled for a particular product. Note: The Search () icon appears corresponding to the Product field. On clicking the Search icon, the Product Search window appears.	No

  Note:

  You must specify at least one search criterion while searching for a person or account. One more search criterion is required when you are searching for a person or account using the division and/or customer class.

  If you have specified any other search criterion along with the person ID or account ID the system ignores the additional search criterion and searches using the person ID or account ID respectively.

• Search Results - On clicking the Search button, the search results appear based on the specified search criteria. The Search Results section contains the following columns:

  Column Name	Column Description
  Person Information	Displays information about the person. In addition, this column has a context menu which helps in navigating to other screens in the application. Note: It has a link. On clicking the link, the Person screen appears where you can view the details of the respective person. This column appears when the Person option is selected from the Search By list.
  Person Name	Displays the name of the person. Note: This column appears when the Person option is selected from the Search By list.
  Primary Person Identifier Type	Indicates the primary identifier type associated with the person. Note: This column appears when the Person option is selected from the Search By list.
  Primary Person Identifier	Displays the primary person identifier. Note: This column appears when the Person option is selected from the Search By list.
  Account Information	Displays information about the account. In addition, this column has a context menu which helps in navigating to other screens in the application. Note: It has a link. On clicking the link, the Account screen appears where you can view the details of the respective account. This column appears when the Account option is selected from the Search By list.
  Primary Account Identifier Type	Indicates the primary identifier type associated with the account. Note: This column appears when the Account option is selected from the Search By list.
  Primary Account Identifier	Displays the primary account identifier. Note: This column appears when the Account option is selected from the Search By list.
  Main Customer	Indicates the main customer of the account. Note: This column appears when the Account option is selected from the Search By list.
  Division	Indicates the division to which the person or account belongs.
  Customer Class	Indicates the customer class to which the account belongs. Note: This column appears when the Account option is selected from the Search By list.

  Note:

  You can view the 360° information of the person or account by clicking the View () icon corresponding to the record in the Search Results section.

  Pagination is used to display limited number of records in the Search Results section. You can use the navigation links, such as Previous and Next to navigate between pages.

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