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Searching For the Customer

There are several system options related to customer look-ups that can optimize how you search for your customer. All under the CDS Option Class, these options can make it easier for customer service representatives to find the correct customer:

CTMLKUCP (available starting at 2010r1)

This option controls the position of the cursor in the search box when doing customer look-ups. Entering the "C" option will place the cursor in the country type field. This is useful if you often look up international addresses as you avoid having to back tab to the country type field. If most of the addresses you deal with are within a single country, the "Z" option is a better choice and will put the cursor in the postal code field. The "N" option will place the cursor in the customer number field. If, in the majority of cases, you know the customer number, that may be the best default position for the cursor on a customer search.

DFADONLY (available starting at 2010r3)

By default, an SVCDAT search returns all addresses that satisfy the search criteria…this could be the default address, plus several others for the same customer. You may wish to have the system display only the default address in situations such as this. You can use the new CDS option DFADONLY (Default Address Only) to turn this behavior on. The option affects the search behavior in one of two places: SVCDAT and the Customer Lookup dialog.

When the DFADONLY option is enabled, the search result will always be the default address (and only the default address) for any matching customers---regardless of which address the criteria actually matched on.

FRSTNAME (available starting at 2010r1)

This option controls whether the first name field is available for use in customer searches without using the filter tool. Set the option to "B" to position the first name field before the last name field, or "A" to position it after the last name field. Setting this option to "N" will remove the field from the view.

SRCHWHEN (available starting at 2010r2)

Normally during customer searches at SVCDAT, you enter search criteria in the fields at the top of the screen, and then click the Search button to execute the search (you can also enter additional criteria through the filter feature, and/or provide other limiting criteria such as "search only for active customers").

You may want the search behavior to work differently---and more dynamically. You can use the CDS option SRCHWHEN to activate the new search behavior feature. The valid values are:

  • ENTER: the default behavior; works as currently, and requires clicking the Search button.
  • TAB: performs the search each time the search data is entered and the user tabs out of the field---there is no need to click the Search button as a separate action. This can be a way to progressively narrow your search as you enter your search criteria. It may enable you to locate the desired customer more quickly than if you had used the conventional searching.
  • KEYSTROKE: performs the search each time a character is entered into a search field. This can narrow your search with each keystroke, and may enable you to locate the desired customer even more quickly than the above two methods.

The search behavior for the TAB and KEYSTROKE option settings depends on the presence of enough search criteria to effectively conduct a search. For example, if you type in just a country code the system will not perform a search. Advantage will require you to enter a few characters of additional information---such as postal code or last name---before returning search results.

The minimum amount of search criteria required for the KEYSTROKE or TAB option is at least one of the following:

  • 3 characters of postal code
  • 2 characters of last name
  • 2 characters of company name
  • 2 characters of e-mail address
  • 4 characters of phone number

CITYNAME (available starting at 2010r3)

This option controls whether the City Name field is available for use in customer searches without using the filter tool. The value you provide for city in the search works as a “search contains.”

COMPNAME (available starting at 2009r1)

This option controls how values for company name are used when doing customer searches at Advantage views. This does not affect searches done during upload processes.

Use the P - Prefix setting if you want the value checked against the beginning of the company name field. For example, when looking for Holly Bookstore, you would enter "Holly.”

Use the C - Contains setting if you want the value used as a contains search. For example, when looking for Holly Hobby Bookstore, you could enter "Hobby". Note that using this setting is the equivalent of using a search filter for company with the contains operator for "Hobby". Using this option may result in slower searches than using the Prefix setting.

STR-PUB (available starting at 2007r1)

Among the available fields for the search filters at SVCDAT are Streets 1, 2, and 3, and Publication. You can tailor your searches using these fields, and include them with other search criteria set within the filters.

Perhaps, though, your customer searches routinely use Street, Publication, or both---and you do not want to defer these key fields to the search filters.

Use the CDS option STR-PUB to dictate whether street, publication, both, or neither, should display as one of the preset search fields at SVCDAT:

The Street field that is made available in the search is the same one you have indicated is "primary" for duplicate checking purposes (see below for more information).

PRIM-STR (available starting at 2007r1)

A customer's address must have a value defined for one of the three street address fields (except in the case of e-mail-only customers). Normally this is the first street field.

However, you can set a different street line to be the "primary" street (this may be desired for certain non-US Advantage installations). Use the CDS option PRIM-STR to identify the primary street address line. Advantage also uses this field in some match levels of the duplicate matching routines.

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