This is the advanced customer search results page. The page is capable of showing three different reports (customer logs, main customer info, and additional contacts). Each report should be fairly self-explanatory. Use the drill-down links to view the underlying records. If there is more than one page of records returned, there will be a special form to help you switch pages and view all records.

Most times, these customer reports will allow you to refine your search by passing search criteria back and forth between the search form and the results or underlying record sets. Use the refine your search button at the top of the page.

This page is also capable of being a standalone customer log search form and results. If the page is in standalone mode, a search customer log form will be on the top of the page. If you see a show/hide search criteria button, this form may be hidden. The default is set to show all logs within the last 30 days. Once the results are shown, you can tighten and/or extend the search criteria by interacting with the search form. The actual logs will show up below the main search form. If you are not getting the results you want, check the date ranges. You may also find that the page gives better results if you either use the main log date range or the follow-up date range. It is recommended to use the two date ranges separately to get better results.

The customer log report page also has an option to group by customer. If the group results checkbox is checked, the report will only show the last entry per customer. There will also be a link to drill-down to the full set of logs.

As a note about the customer logs, there are a number of both positive (include) and negative (exclude) note filters. The positive filters grab only notes that match the results. The negative filters basically say, I'll get everything except for what your search phrase is. Feel free to mix and blend or even use in combination. An example might be, I want everything that has the word "interested" in it, but I don't want "not interested".

If you have the admin permission over customers, there will also be options (from the advanced search form) to export any and all of the data to a Microsoft Excel (spreadsheet) format. If you don't have access to a Microsoft Office product license (which includes excel), we recommend a FREE software solution called OpenOffice.org or view a help file with more info.

Special note about searching for customer birthdays - The customer birthdays are optional but may be searched using the advanced search form. The actual dates, if used, are recorded as a single date in time but as most of you know, they keep on happening... :) What Adilas does to allow searching is it runs some code to convert to a numeric value that takes the year out of the picture. What this means is if you want to physically search for all birthdays between June 1st and July 15th, you would use the current year in your search (say it is 2012 - you would enter 6/1/12 to 7/15/12). If the system sees the same year (as the current year), it will assume that you are just looking for birthdays that fall in that time span (it will strip off the year of the original entry). If you use physical years such as 1/1/1970 to 12/31/1972, the system will physically search the real stored birthdays for the customers (real look-up back in time). Long story, made short, if you want all the birthdays that fall within that range (regardless of age or birth year), use the current year. If you want real birthdays according to years or age, include the correct four digit years as part of the search.

If you happen to have the permission called "Limited Customer Search" (id=133) turned on, the search results will only show you customers that are either unassigned or assigned to you as the main or other salesperson. Both the word customers and salesperson are corp-wide settings. This means that it could be changed as needed. For example: students to teachers, clients to reps, patients to care givers, etc.

The reason for this note is to let you know that if you have the limited customer search, the search results will have an automatic filter built-in to limit which ones you (according to assignments) are able to see. If you know that a customer is in the system but you can't find them, it is possible that you are not assigned to that customer. Not all companies or corporations use this kind of a model. Many corporations have a single customer database and allow all customers to be searched and interacted with. Other companies want to maintain a more rigid customer to salesperson (user) relationship.

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