Searching for Telephone Numbers and E-mail Addresses

Learn how to search for telephone numbers and e-mail addresses.

To search for company or person using their telephone number or e-mail address:

  1. Click on the Tel./E-mail button in the company or persons search. You can also select Search Tel. No. from the context menu in the Company+Person level.
  2. Enter the telephone number or e-mail address you are searching for in the dialog box. Do not use placeholders.
  3. Click on Start.
  4. Select the desired entry in the list and click and click OK or double-click on an entry to switch to that record. Click on Cancel to remain at the current record.
Note: Telephone numbers and e-mail addresses stored in the Company, Person in Company or Person info areas and e-mail addresses from the Other Addresses info area are automatically saved in the Tel.No./E-mail info area. If problems occur using the search, select Fill from the context menu to update all entries.

Search Method

Aurea.CRM win uses the setting entered in your telephone profile to determine whether the telephone number is local, national or international.

Examples:

100

A short number is interpreted as being an internal rep's extension (the rep needs to be stored in the database as a person). Your country and area code and company phone number are added to the start of the number.

3334567

A longer number without a leading 0 is interpreted as a local number. Your country and area code are added to the start of the number.

07323334567

A number with a leading 0 is interpreted as a national number. The leading 0 is discarded and replaced with your country code.

0049893334567

A number beginning with 00 or + is interpreted as an international number. The 00 or + is discarded when searching.

The complete number (i.e. including country and area code) is searched for in the database. If the number is not found for a person, up to 3 final digits are discarded from the number and the search repeats.

Note: The maximum number of digits that are discarded is defined in your telephone profile, see CRM.phone in the CRM.core Administrator Guide.

The search terminates:

  • If a matching company or person number is found. Your administrator can determine (in your telephone profile) that the search is only terminated if the search results include at least one company (by disabling the Do not check hits for company number option).
  • Once the maximum of five digits have been discarded
  • If the remaining number only contains 6 digits

Further information on searching for phone numbers can be found in under Telephone Number Search in the CRM.core Administrator Guide.