---
title: "Customer Management Enhanced Customer Search Fields"
slug: "customer-management-enhanced-customer-search-fields"
updated: 2026-08-10T20:22:13Z
published: 2026-08-10T20:22:13Z
canonical: "help.idibilling.com/customer-management-enhanced-customer-search-fields"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.idibilling.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Customer Management Enhanced Customer Search Fields

| Field | Allow Wildcard | Notes |
| --- | --- | --- |
| Service Number | No | Enter the entire service number. Only exact matches are returned. If a wildcard character is entered, an error message is displayed which may result in the searching of all Services (Active and Disconnected), and search results may contain multiple matches. |
| Account Number | No | Enter the entire account number. Only exact matches are returned. |
| Customer Name | Yes | The wildcard characters (* and %) are allowed in this field. Wildcard characters can be entered anywhere within the associated text field. At least one non-wildcard character is required. If the value entered consists only of a wildcard character, then the message ***Please specify the search criteria*** is displayed. This is the same as the message that is displayed on the current search screen under the same circumstances. The ***Customer Name*** field of all accounts is searched and any account that matches the entered value is returned. |
| Search Using Full Customer Information |
| First Name | Y | First Name is required unless the Company Name field is used. Validation occurs when **Next/Finish** is clicked. If neither First and Last Name, or Company Name is entered, the system provides the following error message: ***Either the First and Last Name, or Company Name must be provided.*** |
| Middle Initial | N | Middle Initial is optional. This field is not used when searching for existing accounts. |
| Last Name | Y | Last Name is required unless the Company Name field is used. Validation occurs when **Next/Finish** is clicked. If neither First and Last Name, or Company Name is entered, the system provides the following error message: ***Either the First and Last Name, or Company Name must be provided.*** |
| Company Name | Y | Company is required unless the First and Last Name fields are used. Validation occurs when **Next/Finish** is clicked. If neither First and Last Name, or Company Name is entered, the system provides the following error message: ***Either the First and Last Name, or Company Name must be provided.*** |
| Street Address 1 | depends | Street 1 may be required. If the system has been configured to require this field, you cannot continue without entering a value. Upon clicking **Next**, the address is validated. Standard functionality applies, i.e., the ***No matching address records found message*** is displayed and you can bypass address validation if needed. |
| Street Address 2 | N | Street 2 is optional. Use as needed. |
| City | N | City is optional. Use as needed. Upon clicking **Next**, the address is validated. Standard CG functionality applies, i.e., the ***No matching address records found*** message is displayed and you can bypass address validation if needed. |
| State | N | State is optional. Use as needed. Upon clicking **Next**, the address is validated. Standard functionality will apply. i.e., the ***No matching address records found*** message is displayed and you can bypass address validation if needed. |
| Zip | Y | Zip is required Upon clicking **Next**, the address is validated. Standard functionality applies, i.e., the ***No matching address records found*** message is displayed and the user is allowed to bypass address validation if needed. |