Customer Search Screen |
  
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Navigation: Dealer Setup > System Basics >
Customer Search Screen |
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The Customer Search screen is the first screen that appears when CIM GOLD is opened in the standard interface. It can also be accessed from the top of the CIM GOLD tree view.
Use this screen enter selection criteria to find an account owner, account number, address, or card number. After pressing <Enter> or clicking the <Submit> button, results are displayed in the Search Results list view (and Names Downloaded fields) to the right. Single-clicking an item in this box will reveal additional customer information in the Account Numbers list view.
See the following example of the Customer Search screen.
Click to enlarge.
You will likely be able to find the customer's information you want just by entering information in the Name field. However, if your search returns too much information, you can limit the search by entering more search criteria in the fields. You may first need to click 
, and then new information in any of the following field groups:
If your search returns more accounts than can be shown in the Search Results list view, click the 
or 
buttons to scroll through the list of accounts.
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Note: You can set up an option to limit the number of account that can be shown on the Search Results list view. This option, Max Nbr to Display in Customer Search, is set up under the Options > User Preferences menu. |
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The Displaying field shows the range of search results you are looking at. The list view can only show up to 50 results at a time, so this field explains which numbers are displayed. For example, for the first 50 names, this field would display "0 thru 50 hits." If you click , this field would then display "50 thru 100 hits," and so on (see example below).
The following are a few hints to help you use the Customer Search screen: |
•If you are unsure of the spelling of a name, type at least the first two letters of the last name in the Name field. For example, if you know your customer's last name begins with Sm (such as Smith or Smythe), type "SM," and then click |
•You can limit a name search by typing the last name, a space, and the first letter of the first name in the Name field. For example, to look up John Smith, type "Smith J." |
•Clicking |
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Note: If you do not have security to view employee accounts (set up on the Security > Setup screen), then balance information will be blank for any names marked as an employee. If the Is Employee field (NDISEM), the Is Officer field (NDISOF), or both fields are checked for a customer on the Customer Relationship Management > Households screen, then the system will read accounts tied to that customer as employee accounts. |
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In order to use this screen, your institution must:
•Subscribe to it on the Security > Subscribe To Mini-Applications screen.
•Set up employees and/or profiles with either Inquire (read-only) or Maintain (edit) security for it on the CIM GOLD tab of the Security > Setup screen. |
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