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Using the Search dialog

This Help File Page was last Modified on 03/29/2013

Using the Search dialog

This Help File Page was last Modified on 03/29/2013

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Using the Search dialog

This Help File Page was last Modified on 03/29/2013

Previous topic Next topic  
Using the Search dialog to located the desired Subscriber:

HelpFilesSearchDialog

The records displayed are presented in one of three formats:
Black type on a white background - representing a regular Subscriber record or a Billing Address record.
Blue Italicized type - representing a Service Address record.
White type on a red background - representing a previously deleted Subscriber record.
Red italicized type with a Yellow background - indicates an Offline Account.
Search By - Using the Drop-Down Selection List provided, Select the Search By criteria for locating the desired Subscriber.
The default criteria is initially blank, then the one used most recently becomes the default.
On a User by User basis, the selected Search By method will now become the new default Search By method for that User.

 

HelpFilesSearchByCriteria

Search By criteria list

 

Search Value - Enter your Search Value.
Your Search Value entry is not case sensitive.
"SMITH: and "smith" are viewed and searched in the same manner, because during the search, the system internally converts your Search Value entry and the Search By field to all upper case.
Auto Search - By default, the Auto Search function will be set for Begin.  However, using the Drop-Down Selection List , you may Choose any of three methods to locate the needed record.
If you Check Auto Search at the bottom of the Form, entering the first few letters of their name will present a list of choices.
As you type, the list will be further refined based on the additional characters entered.
Click on the appropriate Subscriber record when it is displayed.
Begin - The Search Value you type will be compared to the beginning of the Search By criteria you selected.
Partial - The Search Value you type will be compared to the whole line of data to find any matching set of characters in the Search By criteria you selected.  As an example, entering "MIT" would locate "SMITH".
End - The Search Value you type will be compared to the end of data to find a match based on the Search By criteria you selected.  What you enter will be compared from the end back to the beginning of the field selected in Search By.
Click on the appropriate Subscriber record when it is displayed, then Click OK.
The Search Form will close and the selected Subscriber record will be displayed on the Sub Info Form.