Searching Using the Complete Number

Aurea CRM carries out the following steps when searching:

  1. Generate the complete number.
  2. Search for one or more identical telephone numbers in the Tel.No./E-mail info area (TN):
    • If the number is found in a company, the company is displayed.
    • If a the number is found in the Tel 1, Tel 2 or Mobile Tel. fields of a contact person (CP), the contact person is displayed.
    • If for a contact person (PE) the number is found in the Private Tel. field, the system also searches for links to the Contact Person (CP) info area:
      • If the person is linked to at least one Contact Person (CP), all linked contact persons are displayed.
      • If the matching PE record is not linked, the PE record is displayed.
      Note: Instead of the standard algorithm you can also set the Display Person configuration option to PE_NO_CP (if a PE record is found, no linked contact person (CP) records are displayed) or PE_With_CP (all linked contact persons (CP) and the PE record are displayed). You can define these options in the Configuration info area in the Rights module (Telephone/E-Mail Search category).

    The search continues until a person record (PE or CP) is found.

    If no person is found, the search continues with the following step.

  3. The database is searched for telephone numbers starting with the given number. If matching numbers or numbers starting with the given numbers are found, the hits are listed. A number that was found in the previous step is not listed twice.

    If no matching telephone number is found, the search continues with the following step.

    Note: If you uncheck the Do not check hits for company number check box in the telephone profile, the hits must contain at least one company. If this option is enabled, only persons are listed as hits.
  4. If no matching number is found, the last digit is truncated and the remaining number is searched for.

    The search stops:

    • When a matching telephone number is found.
    • After a specified number of truncated digits (as defined in the telephone profile, by default 3), >> Basic Settings for CRM.phone.
    • When the number has 6 digits left.