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- SEARCH: The search section allows you to set a variety of filters to find the specific information that you need. Multiple filters can be combined to limit the results to a smaller set of items. Items above the line (1, 2, 3) are the minimum criteria required to conduct a search.
- RESULTS: The results section displays the results of your search, based on the filters set in the search section.
A. SEARCH
The numbered items below corresponds to section A in the above screen shot and are referenced within blue numbered squares.
- Search for Types: This is a list of the different types of information that you can search for using the Global Search, including:
- Account Wizard Transactions
- Advertising
- Contacts: Clients, Prospects & Companies
- Image Archive (before March 2011)
- Seminars
- Service Center Requests
- Date Range: The current week’s date range is in these fields by default. You have the option to change or clear out the date ranges if you want to search for a longer period of time. If you completely clear out the date range, you will be required to enter at least one other search criteria.
- Rep Name: Your name will be the default value in this field. Sales assistants will have the primary rep that they support as the default name. If you support multiple reps, you can type in another rep’s name and get their results.
- Reference Number: Search using the unique id assigned to an item by the system.
- Client Name: use this field to filter information by client name. In the example above, I searched for all the items for Investor. This provided me with account wizard transactions, the client contact card and all her service center items.
- Social Security: Search by SSN or Tax ID—with or without the hyphen.
- Account Number: This is an account number search field. Brokerage accounts don’t need the hyphen in the account number, but the search is smart enough to include it if the account number was entered with the hyphen.
- Registration Type: Search by registration type.
- Product Sponsor: Search by the product sponsor's name. If you type in part of a name, the system will display a list of matches that you can select from.
- Product Name: Search based on the product name. This is a free field. You can enter any part of the product name to conduct the search.
- Department, Request Type, and Request Sub Category: These three search filters are used only to search Service Center items. They will be grayed out if any other Type of Search is conducted.
- View Results: After you have entered all of your search criteria in the search fields, click View Results to find the related information. The search results will not load until you hit this button
B. RESULTS
The numbered items below corresponds to section B in the above screen shot, and they are referenced within red numbered circles. The columns in the results grid display the following information.
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