Minimum search requirements for advanced search
This topic describes the minimal requirements for advanced search on the following search screens:
- Search Accounts
- Search Contacts
You can search on the following fields without specifying additional search information:
- Official ID
- Account Number
- Policy Number
- Phone
Personal names
Both the first and last name fields have a check box to indicate whether the name must be an exact match.
The name of the person requires the following:
- Both first and last name.
- For the first or last name, the name must be an exact match. If exact match is not selected, you must provide the first three letters of the name.
- If the last name is not an exact match, you must provide either city and state or postal code.
Company names
There is now a check box to specify whether the company name is an exact match.
The name of the company requires the following:
- The name must be an exact match, or you must provide the first five letters of the name.
Producer code
You can enter a producer code without specifying additional search information.
Phone number
On the search screen, the Phone field matches the contact’s Work Phone. Searches on phone number require an exact match. The extension for a phone number is stored in the same field as the phone number itself. If a phone number has an extension, a search omitting the extension is not a match.
The phone number matches the contact’s work phone number.