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Select Tools | CSR Search Wizard. |
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Click Next >. |
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In the Service Domain field, select a service domain. |
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If you want to search for CSRs with an open-type status, select Open CSRs. Then, if you want to search for CSRs that were opened during a specific time range, specify the time range you want in the CSR Open Date field. |
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If you want to search for CSRs with a closed-type status, select Closed CSR. Then, if you want to search for CSRs that were closed during a specific time range, specify the time range you want in the CSR Closed Date field. |
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If you want to search for CSRs regardless of closed or open status, select Both. Then, if you want to search for CSRs that were opened or closed during specific time ranges, specify the time ranges you want in the CSR Open Date and CSR Closed Date fields. |
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If searching by application, select Application Is. Then select an application. |
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If searching by CSR type, select CSR Type Is. Then select a CSR type. |
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In the Search For field, enter the keywords you want to search for. Then in the Advanced field, select one on the following: |
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Select Exact Phrase Match if you want to search for text that matches the keywords exactly as entered in the Search For field |
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Select Matches on all words (AND) if you want to search for text that matches each keyword you entered |
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Select Matches on all words (OR) if you want to search for text that matches any one of the keywords you entered |
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Click Next. |
The Search Customer Engine is activated via the Customer field on a CSR. You can open it in a number of ways:
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Enter a partial name in the Customer field and press the <Tab> or <Enter> keys |
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In the Customer field and press the <F4> key |
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Select a Search By option. Options include: |
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Last Name – You can search for customers by a complete or partial last name. For example, if you search for the letter “S,” the search engine returns a list of all customers whose last name begins with S. |
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First – You can search for customers by a complete or partial first name. For example, a search for “T,” returns customers whose first name begins with T. |
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Full Name – You can search on partial or complete full names. Any combination of partial or full last and first names returns a list of records, as long as a comma appears between the two names. You can enter a partial last name followed by a comma and a partial first name. For example, all of the following would return the name Osborn, Harris: “o,h,” “osborn, h,” “os, ha.” |
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Department – You can use the drop down list to locate a department. You can also enter the first letter of a department. The cursor highlights that section of the list. To find additional entries that begin with that letter, use the arrow button on the drop down list or scroll down using the <‚> key. |
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Phone – You can search with a partial or whole phone number. Enter numeric values only with no spaces. All records containing phone numbers that begin with the entered value are returned. |
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Ext – You can search with a partial or whole phone extension. Enter numeric values only with no spaces. All records containing extensions that begin with the entered value are returned. |
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In the Search field, enter a proper value. |
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(Optional) Deselect Active Only if you want Stat to search for inactive customers as well. Then press the <Enter> key. |
If you still cannot find the customer, you can click New Customer..., which opens the Customer Maintenance table. For more information, see Customer Field .
You open the Search PeopleSoft Customer Engine by clicking the PS Employee... button in the Search Customer Engine window.
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Select a Search By option. Options include: |
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Employee ID – You can search by a partial or complete number. Any record containing ID numbers beginning with the entered value is returned. |
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Name – You can search on a last name only. You can search on a partial or whole name. Entering a partial name returns a list of all last names that begin with that string. |
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Department – You can search on a partial or whole department name. The field is case sensitive, so you must enter capitals if applicable. Entering a partial value returns a list of all departments beginning with that string. |
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Social Security – You can search with a partial or whole Social Security number. You can enter the value with spaces or dashes between numbers or with no spacing at all. |
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Social Insurance – You can search by a partial or whole Social Insurance number. Do not use spaces or dashes between numbers. |
NOTE: The Search By options are deactivated if the PeopleSoft Search Configuration maintenance table does not contain any data. For more information, see the Stat System Administration Guide, Chapter 4, “General Maintenance Tables.” |
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In the PeopleSoft Database field, select the database to search. |
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In the Search field, enter a proper value. Then press the <Enter> key. |
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