36 Search for Numbers
The Search for Numbers screen allows you to search the database for records that match the criteria entered into the fields on the screen. You can provide pattern criteria for the service number and CLI numbers to look for, as well as for other associated values, including customer name, customer number and active control plan.
To access the Search for Numbers screen, on the Numbers screen, click Search.
Searching for Numbers
Follow these steps to search for a specific database record, using the Search for Numbers screen.
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Enter the search criteria into all required fields.
Tip: Any fields left blank will show all records in the database. Blank fields do not limit the search at all.
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Click Find to display the results in the database that match all entered fields.
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Select the line in the Search Results table that is required.
Click Select.
Result: The Search for Numbers screen will close and the CLI Numbers or Service Numbers tab of the Numbers screen will be populated with the selected database record.
Search for Numbers Fields and Buttons
This table describes the function of each field and button.
Field | Description |
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Customer Name | Allows you to specify a pattern to match customer names. The search will match any customer name starting with the provided pattern. |
Customer Number | Allows you to specify a pattern to match customer numbers (also called customer references). The search will match any customer number starting with the provided pattern. |
Service Number | Allows you to specify a pattern to match service numbers. The search will match any existing service number containing the pattern as a prefix. |
CLI Number | Allows you to specify a pattern to match CLI numbers. The search will match any existing CLI containing the pattern as a prefix. |
Active Control Plan | Allows you to specify a pattern to match existing control plans. The search will match any existing control plan containing the pattern as a sub-string (not has to be necessarily a prefix). |
Find | Click this button to launch the search function. The button will be disabled if no pattern is provided through any of the text fields. |
Reset | Click this button to clear the content of all text fields. |
Search filter options |
This group of options will further restrict the entries to be displayed by the Search Results table:
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Search Results | This table shows the results from the search after clicking the find button. It presents five columns to show the customer name, customer number, service number, CLI number and active control plan. |
Select | When this button is clicked after you have selected one entry from the Search Results table, the screen closes and the selected data is displayed in the corresponding Service Numbers or CLI Numbers panel in the Numbers screen. |
Search Criteria
The entries in the Search Results table will be displayed according to the following criteria:
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CLI and service numbers are searched independently and displayed together in the same table
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In order for a CLI or service number to be displayed, the customer name, customer number, service number and active control plan must be matched
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An empty pattern in a field is considered to be an automatic match for that field
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An empty pattern in the Active Control Plan field will match the active control plan for any CLI or service number including those without an active control plan
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In any case, you must fill in at least one pattern field in order to make the Find button active