Customer - Search

Updated May 10, 2023 18:05

Overview

Updated 05/10/2023

The Customer Search section allows you to search and select customers that match a range of search criteria and filters.

Note: If expected search results are not returned, check the settings on the Search Option Slide Panel. See section below.

Filters

Filters for Customer search content include Search Type, the Field Chooser, and Option tab.

Search Type

Select the type of characteristic by which the search will be performed.

For example, if "Phone Number - Contains" is selected in the Search Type field and "7204" is then entered in the Search Criteria field, any employee with a phone number containing the sequence of numbers "7204" will be generated in the search.

Search Type	*Description*
Name Search	Searches by the customer's company name.
Customer ID	Searches by the customer's Avionté-assigned ID.
Dept. Name Search	Searches by the customer-defined department names.
External ID Search	Searches by an identification number assigned to the customer by an external entity.
Entered By	The user who entered the initial data of the employee.
All Contact Methods	Alphanumeric sequence contained in any contact method of a customer.
BOLD Company ID	Searches by the customer's assigned ID in AviontéBOLD. This only applies to clients using BOLD.

Once a Search Type has been selected, select "Set" to save the Search Type as the default value.

After selecting the type of search to conduct, enter the specific criteria to search for in the Search Criteria field. Press Enter on the keyboard to conduct the search.

Double-click on that entry's row to navigate to the Summary page of the DH Order section.

Search Field Chooser

The field chooser menu controls what information and columns are displayed for the search results. Columns can be clicked and dragged to display in any order.

Field	Description
Account Manager	The Avionté Account Manager associated with the customer
BOLD Company ID	The customer's assigned ID in AviontéBOLD.
Branch	The specific branch to which the customer belongs in the company.
City	The customer or branch's location city.
Customer ID	The customer's Avionté-assigned ID.
Customer Name	The company name of the customer.
Date Entered	The most recent date the customer's data was entered into the system.
Dept. Name	The name of the specific department in the customer's company.
Entered By	The name of the last user that entered the customer's data.
Phone	The customer's phone number.
State	The customer or branch's location state.
Status	Displays indications of a customer's status based on the unique codes defined by your branch.
Street 1	First line of the employee's street address.
Street 2	Second line of the employee's street address.
Website	The customer's website address.
Zip Code	The employee's residential zip code.

Search Option Slide Panel

The Search Option Slide Panel on the far-right of the screen offers additional search filtering options. Search Options override standard search parameters.

Show Only

The Show Only options limit search results to specific criteria. Once search criteria have been selected, a search can be performed to return filtered results.

Field	Description
By Status	Isolate your results to only a specific customer status.
With Department	Limit your search to only customers associated with a specific department in their company.
Branch	Search for only customers associated to a specific branch.
My Customer	Search only for customers for whom you've performed a particular action (Entered by, etc.)

Options in this section can be combined to search for customers with a particular type of shared criteria. For instance, checking multiple boxes can produce search results only for customers with a particular status or unassigned users.

Standard Search

The options under Standard Search provide descriptions for advanced searches. Double clicking the description will navigate you to the Advanced Search results for that description. Visit Advanced Search for more information.

Actions

The Actions section provides print and export options. Once search results have been generated, the results may be sent to a printer as an image or exported in Microsoft Excel format.

Field	Description
Print	The name of the section providing printing options.
Preview Before Printing	Checking this box prompts a preview of the page once Print Search Results has been clicked.
Fit width to pages	Determines the width of the printed grid.
Print Search Result	Sends the search results to the computer's default printer.
Export to Excel	Prompts the computer to open the search results in Microsoft Excel.

Troubleshooting

If search results are not generating as expected, check the configuration behind the Search Options tab on the right-hand side of the page. Search Options override standard search parameters.