Address Search finds every record at an address: customers, leads, service assets and product assets. All four are included by default, each result says what kind of record it is, and an asset in the results opens with one click.
When to use it
A caller gives you a postcode and nothing else, and you need to know what you have at that site.
You are checking whether a lead's address is already a customer, or already has services, before quoting.
An engineer or a fault report refers to a site, and you need the circuit or handset installed there.
Run a search
Go to Search > Address.
Enter what you know of the address: a postcode on its own is enough.
Under Options, the four record types are ticked by default: Include Customers, Include Leads, Include Service Assets and Include Product Assets. Untick any you do not want in the results.
Click Search.
To change the search, use Change Search. Your ticked options are kept.
Reading the results
Each row shows the Entity Type (customer, lead, service asset or product asset), the Entity Name and the address: Street 1, 2 and 3, City, County and Postcode. For an asset, the address is the one recorded against that asset.
Result | Entity Name shows | Example |
Customer or lead | The record name | Acme Logistics Ltd |
Service asset | Service name, then the service ID | Business Broadband 500 - SVC12345 |
Product asset | Product name, then the product ID | Cisco 8841 Handset - PA12345 |
An asset with no ID shows its name alone. Click an asset's name to open the asset record.
Rules and limits
Asset options depend on your permissions. If you do not have the customer address search role, the Service Asset and Product Asset options are not offered and the search returns customers and leads only.
Everything unticked returns nothing. At least one option needs to be ticked for the search to return results.
Assets are matched on their own address. A service recorded against a site address appears under that site, not the customer's head office.