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Home > Aria Crescendo Documentation > Account Management > Search for an Account

Search for an Account

This article applies to:Aria Crescendo

Overview

You can search for customer information using various criteria such as last name, account number, or invoice number. There are five options available to search for accounts, as shown below.

Searching for an Account

Getting Here: Click Accounts > Search

The search user interface has five tabs, which are described below:

  • Search
  • Advanced Search
  • Search History
  • Recently Accessed Accounts
  • Recently Created Accounts

Search

The Search tab allows you to either select an account field from the drop-down menu, or to search for one in the search box provided. The Search Value box allows you to either select or enter a value depending on the Search Field you specify. After executing a search and returning to this screen, the last search field values are displayed on the screen.

The search returns all accounts where the Search Value matches your input. If there is only one matching account, the account displays without displaying the search results screen.

Note: You must request that Aria Customer Support configure which Client-Defined Fields, Plan Instance Fields, and Plan Unit Instance Fields display in the Search Field drop-down.

Advanced Search

The Advanced Search tab allows you to specify a Condition for the Search Field. Available conditions vary depending on the Search Field you specify, but can include "Equals", "Does Not Equal", "Contains", "Is Empty" and so on.

This tab also allows you to add additional Search Fields by using the Secondary Search Option. If you select  "And" or "Or" from this drop-down menu, you can specify an additional field to use in your search. After executing a search and returning to this screen, the last search field values are displayed on the screen.

Note: If you select Client-Defined Field, Plan Instance Field, or Plan Unit Instance Field from the Search Field drop-down, you cannot enter a secondary search option.

Search History

The Search History tab displays a list of the last 10 account searches you performed and allows you to click on any set of search criteria to perform the search again.

Recently Accessed Accounts

The Recently Accessed Accounts tab displays the accounts you have most-recently viewed and allows you to view the account or any of its master plans.

Recently Created Accounts

The Recently Created Accounts tab displays the accounts you have most-recently created and allows you to view the account or any of its master plans. You can sort and filter the columns on this page. See Sort and Filter Columns for more details.

 

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Last modified
14:19, 7 Jun 2017

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