Searching for an Account

Prerequisites

To search for an account, you should have:

  • Divisions, customer classes, and account identifier types defined in the application

  • Characteristic types defined in the application (where the characteristic entity is set to Account)

Procedure

To search for an account:

  1. Click the Menu link in the Application toolbar.
    A list appears.
  2. From the Main menu, click Customer Management and then click Customer 360° View.
    The Customer 360° View screen appears.
  3. Select the Account option from the Search By list to indicate that you want to search for an account.
  4. Enter the required search criteria in the 360° Search zone.
    Note:

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

    The criteria are grouped as indicated by line separators between the criteria. Each group is independent from the other, and only one group is used at a time for searching. If you enter criteria in more than one group, the criteria from the former group is used for searching. For example, if you enter the person name (in the fourth criteria group) and account identifier (in the third criteria group), the system searches using the account identifier instead of the person name.

    You must specify division and/or customer class when you are searching for an account using the city.

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

    ORMB search engine supports wildcard search, where you can substitute the percentage (%) symbol as a stand in for any word or letter in a search criteria. The '%' wildcard character is suffixed automatically at the end of the partial search criteria. Therefore, you may or may not specify the wildcard character at the end of the partial search criteria. However, you have to prefix the wildcard character manually wherever required.

    The Advanced Search link appears in the right side of the 360° Search zone. On clicking the Advanced Search link, additional fields appear in the zone which help you to refine the search.

    If you select a predefined characteristic type, the Search (The Search Icon) icon appears corresponding to the Characteristic Value field. On clicking the Search icon, you can search for a predefined characteristic value.

  5. Click Search.
    A list of accounts that meet the search criteria appears in the Search Results section.

Related Topics

For more information on... See...
Customer 360° View screen Customer 360° View
360° Search zone 360° Search