You select which fields will be available in the Subscriber Search panel from the list of available search fields. The following predefined search fields are provided:

• Card Number

• Customer, and

• Wallet Reference.

You can also define your own subscriber search fields. See Adding a new search key for details.

Note: The data needed to locate a subscriber based on a customized search key field must be generated using the PI. For more information see NCC PI Commands Guide.

Follow these steps to add a new search key field to the Subscriber Table.

1. In the Search Fields area on the Subscriber Table option of the CCP Dashboard Config tab, click New.

   Result: You see the New Search Key screen.

2. In the Key Name field, type the internal name for the key. This will be used by the search mechanism to locate matching subscriber records.

   Note: Letters must be typed in lower case.

3. In the Display Name field, type the name to use to display the key in the screens.

   Note: This name is also used by the PI command.

4. If the key can have multiple values, tick the Allow Duplicate Keys check box. For example, an address field used as a Search Key could have a duplicate key for each line in the address.

5. If Allow Duplicate Keys is selected, select the Maximum Duplicate Keys. A key may have up to 9 duplicates.

6. Click Save.

Related topic

Subscriber Table

Follow these steps to edit a search key in the Subscriber Table.

Note: The Key Name value cannot be changed.

1. Select the Subscriber Table option on the CCP Dashboard Config tab.

2. In the Search Fields area, select the user defined search key to change and click Edit.

   Note: You will only be able to edit a search key if it is included in the Available List. To edit a search key from the Selected List, first move it to the Available List.

   Result: You see the Edit Search Key screen.

3. Type a new Display Name for the search key if required.

4. Tick or clear the Allow Duplicate Keys check box, as required.

5. If Allow Duplicate Keys is selected, edit the Maximum Duplicate Keys value as required.

6. Click Save.

Follow these steps to delete a search key field from the Subscriber Table.

Note: A search key may only be deleted if it is not in use.

1. Select the Subscriber Table option on the CCP Dashboard Config tab.

2. Select the user defined search key you want to delete from the Available List in the Search Fields panel, and click Delete.

   Result: You see the Delete Confirmation prompt.

3. Click OK.

   Result: The search key is removed from the Available List.

Follow these steps to configure which fields are displayed in the Subscriber Search Panel in the CCP Dashboard.

Note: You can display a maximum of three search fields in the Search Panel in addition to the Subscriber ID, which is always present.

1. In the Subscriber Profile Manager screen, select the Service Provider from the drop down list.

2. Select the Subscriber Table option on the CCP Dashboard Config tab.

   Result: You see the Search Fields area in the top half of the screen.

3. Edit the Selected List as required. To:

   • Add a field to the list, select the field in the Available List, and click '>'.

   • Remove a field from the list, select the field in the Selected List, and click '<'.

   Tip: To remove all the selected fields from the list, click '<<'.

4. Order the fields in the Selected List as required. This will determine the order in which the fields appear in the search panel in the CCP Dashboard.

   To:

   • Move a field up the list, select it in the Selected List, and click Up.

   • Move a field down the list, select it in the Selected List, and click Down.

5. Click Save.

   Result: You see the Configuration Saved confirmation.

6. Click OK.

Follow these steps to configure which columns appear in the subscriber search results grid in the CCP Dashboard.

1. In the Subscriber Profile Manager screen, select the Service Provider from the drop down list.

2. Select the Subscriber Table option on the CCP Dashboard Config tab.

   Result: You see the Display Columns panel in the bottom half of the screen.

3. Edit the Selected List as required. To:

   • Add a column to the list, select the column in the Available List, and click '>'.

   • Add all the available columns to the list, click '>>'.

   • Remove a column from the list, select the column in the Selected List, and click '<'.

   • Remove all the selected columns from the list, click '<<'.

   Note: The Display Columns panel will include any user defined search key fields.

4. Order the fields in the Selected List as required. This will determine the order in which columns appear in the subscriber search results grid in the CCP Dashboard.

   To:

   • Move a column up the list, select it in the Selected List, and click Up.

   • Move a column down the list, select it in the Selected List, and click Down.

5. Click Save.

   Result: You see the Configuration Saved confirmation.

6. Click OK.

Follow these steps to define the default sort column to use to order subscriber search results in the CCP Dashboard screen.

1. Select the Subscriber Table option on the CCP Dashboard Config tab.

2. In the Selected List in the Display Columns panel, select the column name to sort on.

3. Click Set Default Sort Column.

   Result: The column name appears in the Default Sort Column field.

4. Click Save.

   Result: You see the Configuration Saved confirmation.

5. Click OK.

This table describes the field types that may be included in the Quick View panel.

Follow these steps to add a field to the Quick View.

1. Select the Quick View option on the CCP Dashboard Config tab and click New.

   Result: You see the New Field for Group - Quick View screen.

2. Select the Field Type from the drop down box.

   Result: You see the field configuration options for the selected field type in the panel below.

3. If you are adding a Database or Search Key field, then specify the:

   • Display Name

   • Field, and

   • Type.

   If you are adding a Profile Tag Field, then specify the:

   • Display Name

   • Profile Tag Name, and

   • Data Type.

   If you are adding a Custom Field, then specify the:

   • Display Name, and

   • Custom Type.

   If you are adding a Sub-Group, then specify the:

   • Display Name, and

   • Sub-Group.

   For more information, see Field Type fields.

4. Specify the Layout Details for the field. This will determine where the field will appear in the Quick View panel.

   For more information on the layout details options, refer to Screen Layout (Field Type Definition and Layout, Subscriber Profile Manager Screen Layout).

5. Click Save.

Follow these steps to edit a field included in the Quick View panel.

1. Select the field you want to edit on the Quick View grid in the CCP Dashboard Config tab and click Edit.

   Result: You see the Editing Field from Group - Quick View screen.

2. Edit the fields to reflect the changes you need to make.

   For more information about the:

   • Fields at the top of this screen, see Field Type fields

   • Layout fields on this screen, see Layout Details

3. Click Save.

Follow these steps to delete a field from the Quick View panel.

1. Select the field to delete on the quick view grid in the CCP Dashboard Config tab and click Delete.

   Result: You see the Delete Confirmation prompt.

2. Click OK.

Follow these steps to preview how the configured fields will appear in the Quick View panel in the CCP Dashboard.

1. Select the Quick View option of the CCP Dashboard Config tab.

2. Click Preview.

   Result: You see the Previewing Panel screen for the Quick View.

3. When you have finished previewing the screen, click Close.

   Result: The Preview Panel closes and you are returned to Quick View.

   Tip: To see an updated Preview Panel at any stage during the editing process, keep the Preview Panel open and click Refresh.

Follow these steps to add a field to the Vouchers panel.

Note: You may only add database fields to the Vouchers panel.

1. Select the Vouchers option from the left hand panel on the CCP Dashboard Config tab and click New.

   Result: You see the New Field for Group - Vouchers screen.

2. In the Display Name field, type the label you want to appear next to the field in the Vouchers panel.

   Note: This label is only displayed if Auto Create Label is selected.

3. Select the Database Field you want to add from the Field drop down list.

   Note: Only fields relevant to the Vouchers panel will be available.

4. Select the data entry Type method from the drop down list. This determines the type of data entry box used to display the field in the Preview panel.

5. Specify the Layout Details for the field. This will determine where the field will appear on the Vouchers panel.

   For more information on the layout details options, refer to Layout Details.

6. Click Save.

Follow these steps to edit the configuration of a vouchers field in the Vouchers panel in the CCP Dashboard.

1. Select the field you want to edit on the vouchers grid in the CCP Dashboard Config tab and click Edit.

   Result: You see the Editing Field from Group - Vouchers screen.

2. Modify the Display Name as required.

3. Select a different Field from the drop down list if required.

4. Modify the Layout Details as required.

   For more information on the layout details options, refer to Layout Details.

5. Click Save.

Follow these steps to delete a field from the Vouchers panel in the CCP Dashboard.

1. Select the field to delete on the vouchers grid in the CCP Dashboard Config tab and click Delete.

   Result: You see the Delete Confirmation prompt.

2. Click OK.

Follow these steps to preview how the configured fields will appear in the Vouchers panel in the CCP Dashboard.

1. Select the Vouchers option of the CCP Dashboard Config tab.

2. Click Preview.

   Result: You see the Previewing Panel screen for Vouchers.

3. When you have finished previewing the screen, click Close.

   Result: The Preview Panel closes and you are returned to Vouchers configuration.

Follow these steps to access the Common Tasks option on the CCP Dashboard Config tab.

1. In the Subscriber Profile Manager screen, select the Service Provider from the drop down list.

2. Select the CCP Dashboard Config tab.

   Result: You see the list of Dashboard options in the left hand panel.

3. Select the Common Tasks option.

   Result: You see the BPL tasks currently defined for the Common Tasks panel listed on the table.

Follow these steps to add a BPL to the Common Tasks panel in the CCP Dashboard.

1. Select the Common Tasks option from the left hand panel on the CCP Dashboard Config tab and click New.

   Result: You see the New Field for Group - Common Tasks screen.

2. Select the BPL you want to add from the drop down list.

   Note: Business Process Logic is the preselected Field Type for the Common Tasks group and this cannot be changed.

3. Specify the Layout Details for the BPL. This will determine where the field will appear on the Common Tasks panel.

   For more information on the layout details options, refer to Screen Layout (Field Type Definition and Layout, Subscriber Profile Manager Screen Layout).

   Note: If Auto Create Label is selected then the BPL name will be displayed next to the BPL button.

4. Click Save.

Follow these steps to edit the available BPL tasks in the Common Tasks panel in the CCP Dashboard.

1. Select the BPL field to edit on the common tasks grid in the CCP Dashboard Config tab and click Edit.

   Result: You see the Editing Field from Group - Common Tasks screen.

2. Select a different BPL from the drop down list if required.

3. Modify the Layout Details as required.

   For more information on the layout details options, refer to Layout Details.

4. Click Save.

Follow these steps to delete a BPL from the Common Tasks panel in the CCP Dashboard.

1. Select the BPL to delete on the common tasks grid in the CCP Dashboard Config tab and click Delete.

   Result: You see the Delete Confirmation prompt.

2. Click OK.

Follow these steps to preview how the configured BPLs will appear in the Common Tasks panel in the CCP Dashboard.

1. Select the Common Tasks option in the left hand panel of the CCP Dashboard Config tab.

2. Click Preview.

   Result: You see the Previewing Panel screen for Common Tasks.

3. When you have finished previewing, click Close.

   Result: The Previewing Panel screen closes and you are returned to Common Tasks.