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Improve the process of looking up a customer by phone number. Today the customer phone number is a free text field. When a customer is setup, the phone number can be entered into the system multiple ways. Later when entering an order for a customer and you want to lookup the customer by their phone number, the phone filter criteria needs to match the exact format on the customer master.
FOR EXAMPLE: the person setting up the customer master originally may have entered a phone number as (999) 555-1234.
Later when an agent is trying to take an order from the customer asks for their phone number the customer says 555-1234, the agent may enter the number in any of these ways, but the system will not be able to find it:
a. 5551234
b. 555-1234
c. 999-555-1234
RECOMMENDATION: When entering the phone number on the customer master, use the same logic that is used by Outlook. Later when searching for a customer by phone number, use wild card logic that will retrieve the customer from the example above when any of these filter criteria are entered:
a. 5551234
b. 555-1234
c. 9995551234
d. 999-555-1234
e. (999) 555-1234
FOR EXAMPLE: the person setting up the customer master originally may have entered a phone number as (999) 555-1234.
Later when an agent is trying to take an order from the customer asks for their phone number the customer says 555-1234, the agent may enter the number in any of these ways, but the system will not be able to find it:
a. 5551234
b. 555-1234
c. 999-555-1234
RECOMMENDATION: When entering the phone number on the customer master, use the same logic that is used by Outlook. Later when searching for a customer by phone number, use wild card logic that will retrieve the customer from the example above when any of these filter criteria are entered:
a. 5551234
b. 555-1234
c. 9995551234
d. 999-555-1234
e. (999) 555-1234
STATUS DETAILS
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