This tab is only available if you have been given appropriate permissions.
If you have been granted access to this tab, you can change the default criteria and run the Duplicate Name Search again to generate a subset of the initial search results list. The window will be populated with the default search criteria; and you can change, delete from, or add to the default criteria for subsequent searches. Clicking the Search button after modifying the search conditions and/or additional options will start the search and give focus to the Results tab, which will display any results found by the search. You can adjust the criteria and run the Duplicate Name Search as needed until you are satisfied that you have either located a duplicate ID Number or determined that there is no existing ID Number for the individual/company/organization for whom you are currently looking.
If you made changes to the criteria on the Criteria tab but want to return to the default criteria set, click the Retrieve Default button, which removes any changes and displays the default criteria used when the Duplicate Name Search window was opened.
Additionally, you may be granted access to the Save as Default button. If this button is displayed on the Criteria tab, you can save the currently displayed search criteria as your 'personal' default criteria configuration. The next time you need to conduct a Duplicate Name Search, the system will determine which of the configurations to use by default. If the object priorities for the Duplicate Name Search configurations are set in such a way that your configuration has a higher priority than any of the others, then the your 'personal' configuration will be used as the default search criteria.
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These 'personal' configurations can be managed through the Manage Duplicate Name Search Configurations window. They will be named '*[username]' where [username] is the name of the logged-in user. However, please be aware that any changes made through the Manage Duplicate Name Search Configurations window can be overwritten by the user as long as they have access to the Save as Default button. |
The following group boxes are available for you to use in to change criteria
The Move Up button moves the selected row up one row. It is not available for the top row.
The Move Down button moves the selected row down one row. It is not available for the bottom row.
If you have security permission for the Save as Default button, the button is available for you to use. Clicking the button saves the specified criteria for the logged-in user. However, depending on how object priorities are defined, your saved default criteria may or may not be used initially.
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if the User object has the highest priority, then it will look for and use the user's criteria. If the Group object has the highest priority and a criteria set is defined for the Group of which the user is a member, then it will use the criteria associated with the Group rather than the saved default criteria associated with the User. Also, the User can click the Retrieve Default button to access their saved default criteria set if it is not used by default because of the priorities. |
The Retrieve as Default button populates the grid and checkboxes with the defined criteria set for the User if one exists. If one does not exist, the grid is populated with the criteria set used when the window opened.
The Search button launches the search according to the specified criteria set. If there are errors/conditions that prevent the search from taking place, you will receive messages to correct them before the data can be saved. If matching results are found, they are displayed in the Results tab.
Common Functionality for Grid Windows
