Locate tab

The Locate feature provides the ability to search for records that match the input fields. You can specify wildcard characters (%) when using the LIKE operator. Results returned include any record matching all input parameters.

The following input fields are available to you in the Locate feature. There is a logical AND between each of the inputs, and where multiple database fields are searched for a given input there is a logical OR with the OR operators grouped together in parentheses.

• Name. Returns any matches to the customer name or the updated business name.

• Phone Number. Returns matches to the customer phone number, one or more alternate phone numbers, or the updated phone number.

• Address. Consists of four input fields that are used separately to search each individual component of the address, as well as combined without whitespace to search for the address. However, it is not intended that all these fields would be input at once, as it would be unlikely to return any results.

  • Street Number

  • Pre Direction (such as N, S, W, or E)

  • Street Name

  • Street Suffix (such as Rd, St, or Ave)

• City. Returns any matches to customer city or town.

• Area. Returns any matches to customer area.

• Zip. Returns any matches to customer zip code.

• State. Returns any matches to customer state.

• CustID. Returns any matches to customer ID.

• Premise ID. Returns any matches to premise ID.

• Account ID. Returns any matches to account ID.

• Account Number. Returns any matches to the account number.

For more information, see Locating records.