Searching for an Existing Customer (POS) - General Notes
When all fields are cleared, every field is enabled.
Once information is entered into a field in the Search for Existing Customer pane, all of the other fields on the page (both sections) are automatically disabled.
Only if the field is cleared (either by the user deleting the value or by pressing the ‘Clear’ button), will the other fields become enabled again.
As a rule, all entered values are trimmed of white space at their beginning and end.
Only some fields allow wildcards; if you try to enter a wildcard where it is not allowed, an error message is displayed.
The Clear Fields button clears all fields and all search fields can be accessed.
Refer to Existing Customer Search fields for details.
Existing 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.
Social Security Number (Full)
or
Social Security Number (Last 4)
No
Enter either the entire number or the last 4, depending upon your permissions. Only exact matches are returned.
If a wildcard character is entered, the message, Wildcards are not allowed when searching by Social Security Number, is displayed.
Note:
If no matches are found and you need to create a new customer, the customer information already entered is transferred to the Create New Customer display.