Compass – How to Search for Customers (Residential & Commercial)
Overview
Compass has an intelligent search function that will recall any
information typed into the field automatically which is linked to indexed
information. In this document, you will learn what kind of information is
searchable within the system.
Search
Basics
The search bar is located at the top of any page within Compass. While
searching for items, you will see that information is recalled by the
system automatically. You will have the ability to search on many different types
of criteria, however please not the system does not account for misspellings or
incorrectly entered information. The system does, however, account for partial
information. In the steps below, you will see examples of information that is
searchable within the system.
Searching
Residential & Commercial Customers
There are numerous points of information form a customer that you can use
to search. Because of how Compass searches within any fields that can be
indexed by the system, it will pull information from numerous locations within
the system. Please see the table below for searchable items, and what pages they are associated with in Compass.
Customer | Appointments | Estimates | Estimate Line Items | Payments | Tasks (ToDos) |
· First name | · Appointment ID | · Quote # | · Line-item notes | · Receipt # | · Title |
· Last name | · Notes | · Title | · Price | · Amount | · Detail |
· Company name | · Title | · Tech notes | · Customer name | · Memo | · Type |
· Email | · Service address | · Customer notes | · Customer name | · Outcome | |
· Service address | · Type | · Office notes |
|
| · Customer name |
· Invoice address | · Start date | · Price |
|
|
|
· Comments | · End date | · Customer name |
|
|
|
· Phones | · Customer name |
|
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