Account Management/Customer Screen/Quick Search - Revision history

Scarpenter: /* Overview */

2017-02-13T02:20:41Z

‎Overview

Scarpenter at 02:18, 13 February 2017

2017-02-13T02:18:43Z

Scarpenter at 02:18, 13 February 2017

2017-02-13T02:18:09Z

Dcowan: minor clarification to fnn searching

2016-08-03T04:41:40Z

minor clarification to fnn searching

Scarpenter: /* Overview */

2016-07-01T02:51:56Z

‎Overview

Scarpenter at 02:50, 1 July 2016

2016-07-01T02:50:53Z

Scarpenter: /* Overview */

2016-07-01T02:48:22Z

‎Overview

Scarpenter at 02:43, 1 July 2016

2016-07-01T02:43:54Z

Scarpenter: Created page with "{{+DISPLAYTITLE: Quick Search}} = Overview = The quick search is located within the top banner of Cumulus. Users can search by: ;Account name or Account id Enter an account..."

2016-07-01T02:43:28Z

Created page with "{{+DISPLAYTITLE: Quick Search}} = Overview = The quick search is located within the top banner of Cumulus. Users can search by: ;Account name or Account id Enter an account..."

New page

{{+DISPLAYTITLE: Quick Search}}
= Overview =

The quick search is located within the top banner of Cumulus. Users can search by:

;Account name or Account id
Enter an account name or account ID, then choose '''Customer List''' from the options and press '''Search'''. Partial names can also be searched on. If more than one record matches the search criteria, the matching records will be displayed in the customer list for the user to choose from. If a single match is returned, the user will be taken straight to the customer screen for the matching account.

;Invoice id
Enter an invoice id, then choose '''Invoice List''' from the options and press '''Search'''. Matching invoices will be displayed in an invoice list.

;Upload reference
Enter an upload reference for a matching account, then choose '''Upload Reference''' from the options and press '''Search'''. Matching accounts will be returned in a list. The '''Upload Reference''' field is located on the [[Account Management/Customer Screen/Details|'''Customer > Details''']] tab.

;Service identifier
Enter a service identifier for a service subscription, then choose '''Service identifier from the options and press '''Search'''. If the search is successful the user will be taken to the service subscription of the account.
at [[Account Management/Customer Screen/Service Subscriptions|'''Customer > Service subscription''']] tab.

;BPAY ref number
Enter a BPAY reference number for a customer, then choose '''BPAY ref number''' from the options and press '''Search'''. If the search is successful the matching account will be returned in a list. The BPAY reference number can be seen in Cumulus via the [[Account Management/Customer Screen/Payment Methods|'''Customer > Payment Methods > BPAY Details''']] tab.

;Export reference
Enter an export reference number for a customer, then choose '''Export reference''' from the options and press '''Search'''. If the search is successful the matching account will be returned in a list. The export reference field is located on the [[Account Management/Customer Screen/Details|'''Customer > Details''']] tab.

= See Also =
* [[Account_Management/Customer_Screen|The Customer Screens]]

@@ Line 27: / Line 27: @@
 ;Portal username
-Enter the Customer's username for the End User Portal, then choose '''Portal username''' from the options and press '''Search'''. If the search is successful the matching account will be returned. The ''Portal username'' field is located on the [Account_Management/Customer_Screen/Portal|'''Customer > Portal''']] tab.
+Enter the Customer's username for the End User Portal, then choose '''Portal username''' from the options and press '''Search'''. If the search is successful the matching account will be returned. The ''Portal username'' field is located on the [[Account_Management/Customer_Screen/Portal|'''Customer > Portal''']] tab.
 = See Also =
 * [[Account_Management/Customer_Screen|The Customer Screens]]

@@ Line 27: / Line 27: @@
 ;Portal username
-Enter the Customer's username for the End User Portal, then choose '''Portal username''' from the options and press '''Search'''. If the search is successful the matching account will be returned. The ''Portal username'' field is located on the [[Account Management/Customer Screen/Details|'''Customer > Details''']] tab.
+Enter the Customer's username for the End User Portal, then choose '''Portal username''' from the options and press '''Search'''. If the search is successful the matching account will be returned. The ''Portal username'' field is located on the [Account_Management/Customer_Screen/Portal|'''Customer > Portal''']] tab.
 = See Also =
 * [[Account_Management/Customer_Screen|The Customer Screens]]

@@ Line 2: / Line 2: @@
 = Overview =
-[[file: quick-search.png||The Quick Search can help users navigate quickly]]
+[[file: Quick-search.png||The Quick Search can help users navigate quickly]]
 The quick search is located within the top banner of Cumulus. Users can search by:

← Older revision		Revision as of 02:43, 1 July 2016
Line 1:		Line 1:
−	{{+DISPLAYTITLE: Quick Search}}	+	{{DISPLAYTITLE: Quick Search}}
	= Overview =		= Overview =

@@ Line 21: / Line 21: @@
 ;BPAY ref number
-Enter a BPAY reference number for a customer, then choose '''BPAY ref number''' from the options and press '''Search'''. If the search is successful the matching account will be returned in a list. The ''BPAY reference number'' ia located on the [[Account Management/Customer Screen/Payment Methods|'''Customer > Payment Methods > BPAY Details''']] tab.
+Enter a BPAY reference number for a customer, then choose '''BPAY ref number''' from the options and press '''Search'''. If the search is successful the matching account will be returned in a list. The ''BPAY reference number'' is located on the [[Account Management/Customer Screen/Payment Methods|'''Customer > Payment Methods > BPAY Details''']] tab.
 ;Export reference
 Enter an export reference number for a customer, then choose '''Export reference''' from the options and press '''Search'''. If the search is successful the matching account will be returned in a list. The ''Export reference'' field is located on the [[Account Management/Customer Screen/Details|'''Customer > Details''']] tab.
 = See Also =
 * [[Account_Management/Customer_Screen|The Customer Screens]]

@@ Line 17: / Line 17: @@
 ;Service identifier
 Enter a service identifier for a service subscription, then choose '''Service identifier''' from the options and press '''Search'''. If the search finds a match, the user will be taken to the [[Account Management/Customer Screen/Service Subscriptions|service subscription]] of the account.
 ;BPAY ref number

@@ Line 5: / Line 5: @@
 ;Account name or Account id
-Enter an account name or account ID, then choose '''Customer List''' from the options and press '''Search'''. Partial names can also be searched on. If more than one record matches the search criteria, the matching records will be displayed in the customer list for the user to choose from. If a single match is returned, the user will be taken straight to the customer screen for the matching account.
+Enter an account name or account ID, then choose '''Customer List''' from the options and press '''Search'''. Partial names can also be searched on. If more than one record matches the search criteria, the matching records will be displayed in the customer list for the user to choose from. If a single match is returned, the user will be taken straight to the [[Account Management/Customer Screen|customer screen]] for the matching account.
 ;Invoice id
-Enter an invoice id, then choose '''Invoice List''' from the options and press '''Search'''. Matching invoices will be displayed in an invoice list.
+Enter an invoice id, then choose '''Invoice List''' from the options and press '''Search'''. Matching invoices will be displayed in a invoice list.
 ;Upload reference
-Enter an upload reference for a matching account, then choose '''Upload Reference''' from the options and press '''Search'''. Matching accounts will be returned in a list. The '''Upload Reference''' field is located on the [[Account Management/Customer Screen/Details|'''Customer > Details''']] tab.
+Enter an upload reference for a matching account, then choose '''Upload Reference''' from the options and press '''Search'''. Matching accounts will be returned in a list. The ''Upload Reference'' field is located on the [[Account Management/Customer Screen/Details|'''Customer > Details''']] tab.
 ;Service identifier
-Enter a service identifier for a service subscription, then choose '''Service identifier from the options and press '''Search'''. If the search is successful the user will be taken to the service subscription of the account.
+Enter a service identifier for a service subscription, then choose '''Service identifier''' from the options and press '''Search'''. If the search finds a match, the user will be taken to the [[Account Management/Customer Screen/Service Subscriptions|service subscription]] of the account.
 ;BPAY ref number
-Enter a BPAY reference number for a customer, then choose '''BPAY ref number''' from the options and press '''Search'''. If the search is successful the matching account will be returned in a list. The BPAY reference number can be seen in Cumulus via the [[Account Management/Customer Screen/Payment Methods|'''Customer > Payment Methods > BPAY Details''']] tab.
+Enter a BPAY reference number for a customer, then choose '''BPAY ref number''' from the options and press '''Search'''. If the search is successful the matching account will be returned in a list. The ''BPAY reference number'' ia located on the [[Account Management/Customer Screen/Payment Methods|'''Customer > Payment Methods > BPAY Details''']] tab.
 ;Export reference
-Enter an export reference number for a customer, then choose '''Export reference''' from the options and press '''Search'''. If the search is successful the matching account will be returned in a list. The export reference field is located on the [[Account Management/Customer Screen/Details|'''Customer > Details''']] tab.
+Enter an export reference number for a customer, then choose '''Export reference''' from the options and press '''Search'''. If the search is successful the matching account will be returned in a list. The ''Export reference'' field is located on the [[Account Management/Customer Screen/Details|'''Customer > Details''']] tab.
 = See Also =
 * [[Account_Management/Customer_Screen|The Customer Screens]]