Customer Search: Enhance Phone # Search to Include Contacts and Dependents

Note: This update represents only a portion of the AMS360 23R1 release. Please navigate to AMS360 2023 R1 Release Notes to review other enhancements and fixes that were part of the release.

Searching by contact or dependent phone # will now bring the customer up as a match. This applies to all areas where customer search is available including, but not limited to the following elements:

  • Customer Center Search

  • Direct Bill Entry Statement

  • Direct Bill Statement

  • Merge Customer

  • Customer Setup Multi-entity Search

  • Customer Center Activities / Suspense

  • Insured Check

  • Insured Receipt

  • Customer Adjusting Journal Entry (AJE)

  • BJE (Beginning Balance JE)

  • Account Current Statement

Workflow

The workflow remains the same as when searching for a customer previously.

  1. Change Search By option to Phone #

  2. Search for Dependent or Contact Phone # entered in the Customer Setup

 

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