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Home > Aria Crescendo Documentation > Account Management > Search for an Account > Ad-Hoc Search

Ad-Hoc Search

This article applies to:Aria Crescendo

Overview

You can search for accounts on an ad-hoc basis, rather than by performing a specific criteria search. The Search By field that is selected by default on the Ad-Hoc Search screen is determined by the Account Ad-Hoc Search Default "Search By" Field system setting.

When you search based on text fields, you can find information using a partial text search and case-insensitive search criteria. When you search based on number fields, you can search for only an exact match.

​For example, you can search based on the text field Account Contact Last Name and enter “MA” or “MAR” to find an account holder with the last name “Marist”. You can search based on the field Account Number and enter “1234567” to find the customer with that account number. If you enter “12”, you do not find the customer whose account number contains “12”.

Completing an Ad-Hoc Search

Getting Here: Click Accounts > Search > Ad-Hoc Search

  1. Enter your search criteria as described below:
  • Search By: Select the field by which you want to search for accounts.
  • Operator: Select how you want to match your search results with the Value that you enter. The list of operators varies based on the Search By field that you selected.
    • Equals: The search results match exactly with what you entered.
    • Does Not Equal: The search results exclude everything that you entered.
  • Search Value: Enter the search value. If you are searching by a text field, you can enter all or part of the text you are looking for.

  1. Additional Search Options:
  • DONE: Select DONE if you do not want to choose additional criteria.
  • AND: Select AND to search by two sets of criteria, such as Account Contact First Name equals Juan and Credit Card Type equals Visa.
  • OR: Select OR to search by either one of two criteria, such as Account Contact Last Name equals Alvarez or Account Number equals 461247.
  1. If you select AND or OR as an additional search option, enter your second set of search criteria.
  2. Click Search.

Any matching search results display on the Ad-Hoc Search Results screen. From this screen, you can select the Account Number, or each individual Master Plan Instance associated with the account.

 
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Last modified
16:47, 25 May 2016

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