Customer Search Criteria

To find a specific customer, select Account Number or Customer Name as the Search Field, then enter the exact number or name for Search value.

For fields that require text entries, if you don't know the exact name or number, you can use the * wildcard character to narrow the search. For example:

• If Customer Name is selected, entering Uni* as the Search Value retrieves United, Unitec, Universal, and University.

• When Service Number is selected, entering 800203* as the Search Value retrieves all 800 numbers in the 203 exchange.

• If Customer Account is selected, entering *555* as the Search Value retrieves accounts 555, 10555, 555013, and 1055506.

  If you enter a wildcard character (*) and your database is very large, you may not be able to display the entire list. If so, a system message is displayed that suggests you refine your search criteria.

Customer's account number as assigned when the account was created. Wildcards (*) are permitted.

Current status of the account, for example, active, disconnected, hotlined, etc. Select a status from the drop-down menu.

Name of the billing contact as specified when the account was created. Wildcards (*) are permitted.

A value that, when applied to a CostGuard account, can represent a geographical region (such as state) or a brand (such as carrier vs agent) or a combination of both of these.

System-generated unique identifier for a customer. CustID is available in the CustID database table, any may be useful when you suspect that duplicate customer names and/or account numbers exist in the system.

Customer's name as entered when the account was created. Wildcards (*) are permitted.

System-generated number available on the Customer window, Account History tab. Wildcards (*) are permitted.

Handset serial number. Wildcards (*) are permitted.

Name of the customer to which this service is assigned. Wildcards (*) are permitted.

Number assigned to the service when the service was added to a customer account. Wildcards (*) are permitted.

System-generated unique identifier for a service. UsgSvcID is available in the UsgSvcID database table, any may be useful when you suspect that duplicate service numbers exist in the system.