Searching for accounts with the same contact information

Menu 5.1

You can search The Collector System for all accounts that currently have the same contact information as a specific account.

For example, a collector at a fictitious agency, Lake Assets, wants to search for all of the accounts that have the same home phone number as account 100045. When the collector uses command /SEARCH in the Value field of line 1, The Collector System searches for all of the accounts with a current home phone number of 541-555-1234, and displays them.

You can also search for accounts that at one time had the same contact information as another account.

For example, account 100025 currently has a home phone number of 301-555-1106, but it used to have the same home phone number as account 100045. By using command /SH, The Collector System not only displays the accounts that currently use the home phone number of 541-555-1234, but also any accounts that used this home phone number in the past, including account 100025.

In the screen, the C column shows you which contact information is currently being used by an account (C - Current) and which were used by an account in the past (H - Historical).

You can only use the search functionality for contact information if cross-referencing is turned on for the Personal Contacts screen. For more information, see Activating or deactivating contact management options.

To search for accounts with the same contact information:

  1. Open an account in the Collector screen.
  2. At the CMD prompt, type PC, and press Enter.

  3. In the Personal Contacts screen, at the CMD prompt, type U and the line number to search on, and press Enter.

    For other ways to navigate to a line number or field, see The Personal Contacts screen.

  4. Do one of the following:

    In the Value field, type /SEARCH, and press Enter.

    In the Value field, type /SH, and press Enter.