Find

The first step in most Customer Service activities is to find a customer (subscriber or nonsubscriber) in Circulation. You do this by clicking the Find button () and entering search criteria in one or more of the fields that appear. Most fields support partial searches—for example, you can search for all customers whose last name starts with “Deer”. The field that the cursor initially defaults in, as well as the default value of the Search Type field, can be set via the Sign-On Defaults.

*Most of the fields are self-explanatory.

Note:

• When searching by Last Name, Circulation will find the non-leading parts of a hyphenated or multi-word last name. For example, searching for “Brown” will return a last name of not only “Brown” but also “Fox-Brown” or “Fox Brown”.

• Search Type, for indicates the subscription status of the customer and can be set to Active Subscribers, All Subscribers (active or inactive), Non Subscribers, or All Households (both subscribers and non subscribers). It is initially set to “All Households”.

• If you change Search Type to “All Subscribers”, “Active Subscribers”, or “Non subscribers”, you can enter a product ID to further refine the search. For example, you may want to search for active subscribers to a specific publication.

When you click OK, Circulation will display address, occupant, and subscription information that matches the search.

Transactions, subscriptions, and other information is listed on the tabs in the upper-right corner of the window. Additional information is accessed on the tabs in the lower part of the window. Each tab is discussed individually in the next section.

If more than one address or occupant matches the search criteria (or if a subscriber has more than one subscription), the Search Results window lists them separately—select an item in the list by double-clicking on it. Also note that you can click Recall to default the search criteria entered for the previous Find.

Also, a docked tab called “Past Searches” contains a list of previous Finds. You can repeat a past search by double-clicking an item in the list. A checkbox can be used as needed to keep track of past searches.

A Note About Email Icons

The Email combo box contains all email addresses for a customer. A green checkmark icon beside an e-mail address indicates that it is current. A red exclamation point indicates that it is outdated. Whether an email address is considered current or outdated is determined by the Business Rule, How many days after last use do Email addresses become outdated?. If the number of days since the e-mail address was last used exceeds the number of days entered here, the e-mail address is considered outdated.

E-mail addresses are entered on the Occupant tab.

A Note about the Transactions Tab

The Transactions tab in the upper-right corner of the window lists all of the transactions associated with a customer. Each transaction status (e.g., processed, unprocessed, backdated, overdue, future) is indicated with a colored icon.

A Note About the Subscriptions Tab

The Subscriptions tab in the upper-right corner of the window displays all products that are available to the selected subscriber. Colored icons indicate the current status of subscriptions: active subscriptions are indicated with a green sphere, perm stopped subscriptions with a red sphere, and temp stopped subscriptions with yellow sphere.