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:
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Customer Center Search
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Direct Bill Entry Statement
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Direct Bill Statement
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Merge Customer
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Customer Setup Multi-entity Search
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Customer Center Activities / Suspense
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Insured Check
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Insured Receipt
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Customer Adjusting Journal Entry (AJE)
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BJE (Beginning Balance JE)
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Account Current Statement
Workflow
The workflow remains the same as when searching for a customer previously.
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Change Search By option to Phone #
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Search for Dependent or Contact Phone # entered in the Customer Setup