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Customer Services - Customer|Search Page

The Customer Services application Customer|Search page allows you to search for and select a previously saved customer. When the 'Search' button is clicked, results that match the entered search criteria are displayed in the select customer section. When a customer is selected the Customer|Basic page appears, allowing you to view and edit the basic details of the selected customer.

The following image illustrates the default Customer Services application Customer|Search page:

The default Customer Services application Customer|Search page contains the following properties:

Field Description
Customer Number Enables you to filter the search based on the customer number. This number is assigned by the application when the customer account is created. Contacts associated to a customer will have the same customer number. You can enter the entire customer number or use wildcard characters to search using portions of the number.
For more information, refer to Using Wildcard Characters to Perform a Search.
To add additional fields, click or press CTRL+TAB once you have made an entry.
Default Phone Number Enables you to filter the search based on the default contact’s phone number. You can enter the entire phone number or use wildcard characters to search using portions of the number.
For more information, refer to Using Wildcard Characters to Perform a Search.
To add additional fields, click or press CTRL+TAB once you have made an entry.
The results will include the default contact and any additional contacts associated to the account.

When searching with phone numbers, you can enter the numbers with or without spaces, hyphens or brackets. For example, the same record is returned if you enter the phone number in any of the following formats:
  • 555 434 6565
  • 555-434-6565
  • (555) 434 6565
  • 5554346565
Last Name Enables you to filter the search based on the customer’s last name. You can enter the entire last name or use wildcard characters to search using portions of text.
For more information, refer to Using Wildcard Characters to Perform a Search.
To add additional fields, click or press CTRL+TAB once you have made an entry.
First Name Enables you to filter the search based on the customer’s first name. You can enter the entire first name or use wildcard characters to search using portions of text.
For more information, refer to Using Wildcard Characters to Perform a Search.
To add additional fields, click or press CTRL+TAB once you have made an entry.
Default Address Street Enables you to filter the search based on the default street address. You can enter the entire street address or use wildcard characters to search using portions of text.
For more information, refer to Using Wildcard Characters to Perform a Search.
To add additional fields, click or press CTRL+TAB once you have made an entry.
The results will include the default contact and any additional contacts associated to the account.
Default Address City Enables you to filter the search based on the city of the default address.You can enter the entire city or use wildcard characters to search using portions of text.
For more information, refer to Using Wildcard Characters to Perform a Search.
To add additional fields, click or press CTRL+TAB once you have made an entry.
The results will include the default contact and any additional contacts associated to the account.
Default Address Country Enables you to filter the search based on the country of the default address.
To select more than one country, hold CTRL or SHIFT while making your selections.
The results will include the default contact and any additional contacts associated to the account.
Default Address Postal/Zip Code Enables you to filter the search based on the postal/zip code of the default address. You can enter the entire postal/zip code or use wildcard characters to search using portions of text.
For more information, refer to Using Wildcard Characters to Perform a Search.
To add additional fields, click or press CTRL+TAB once you have made an entry.
The results will include the default contact and any additional contacts associated to the account.
Account Type Enables you to filter the search based on the type of account.
To select more than one account type, hold CTRL or SHIFT while making your selections.
Customer Organization Name Enables you to filter the search based on the name of the organization associated with the account. You can enter the entire organization name or use wildcard characters to search using portions of text.
For more information, refer to Using Wildcard Characters to Perform a Search.
To add additional fields, click or press CTRL+TAB once you have made an entry.
Default Contact Email Enables you to filter the search based on the default contact’s email address(es). You can enter the entire email address or use wildcard characters to search using portions of text.
For more information, refer to Using Wildcard Characters to Perform a Search.
To add additional fields, click or press CTRL+TAB once you have made an entry.
The results will include the default contact and any additional contacts associated to the account.
User Name Enables you to filter the search based on the user name associated with an online account. You can enter the entire user name or use wildcard characters to search using portions of text.
For more information, refer to Using Wildcard Characters to Perform a Search.
To add additional fields, click or press CTRL+TAB once you have made an entry.
Customer Class Enables you to filter the search based on the customer class.
To select more than one customer class, hold CTRL or SHIFT while making your selections.
Customer State Enables you to filter the search based on the account status (e.g. Active, Closed, Suspended).
For more information, refer to Working with Customer States.
To select more than one customer state, hold CTRL or SHIFT while making your selections.
Legacy Account Number Enables you to filter the search based on the customer’s legacy account number. You can enter the entire legacy account number or use wildcard characters to search using portions of the number.
For more information, refer to Using Wildcard Characters to Perform a Search.
Click to add additional fields.
Duplicate Customer ID Enables you to filter the search based on the account number identified as a duplicate account.
For more information, refer to Flagging Duplicate Accounts.
Enter the account number and press ENTER or click to search for the customer.
For more information, refer to The Find Customers Dialog Box.
Customer Membership Points Total Enables you to filter the search based on the number of points held by the customer.
For more information, refer to Managing Customer Memberships.
You can enter the exact number of points or use wildcard characters to search using portions of the number.
For more information, refer to Using Wildcard Characters to Perform a Search.
To add additional fields, click or press CTRL+TAB once you have made an entry.
Benefit Enables you to filter the search based on the name of the benefit(s) held by the customer.
For more information, refer to Managing Customer Benefits.
To select more than one benefit, hold CTRL or SHIFT while making your selections.
Page Size Enables you to specify the number of records to display per page returned in the results.
Search Type Enables you to choose the appropriate type of matches that you are expecting:
  • Match Any: When you want to search for records containing one or more of the search terms you selected.
  • Match All: When you want to search for records that contain all of the search terms you selected.

Other searches can be created using the Business Intelligence and Reports application. For more information, refer to Business Intelligence and Reports - Business Intelligence.