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Configuring Enhanced Customer Search Options

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Authorized users can configure the available options for the Customer Management enhanced customer search via Applications > Customer Management > Settings.

Note

This requires you to have the following permission enabled in your permission profile in Admin Console: Customer Managment > Settings > Enhanced Customer Search Options.

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To complete the Customer Search Options:

  • Select the method of from the drop-down list. Tis lets you choose whether or not to validate the address for a full name/address customer search, and, if required, which validation method to use. Available options are based upon current configuration.

    • Selecting None may be advantageous for systems using Proxix address validation on creating a new customer. By choosing not to perform validation, or choosing an option besides Proxix, you can avoid being charged for address validation on the customer search.

    • Choosing Basic validates the City, State and Zip.

  • Select or clear the Street Address 1 is Required check box.

  • Select the Matching Rules to be followed.

    Note

    The default is that all matching rules are selected.