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How to Use Local Search

Local Search


This function is used to search for Cases within BBCMS.  The user can search using the following:

  • Case reference number
  • Last name


The user can also search using the advanced function.  Cases can be searched using the following fields:

  • First Name
  • Last name
  • DOB
  • Email
  • Postcode
  • NINO

The user can use the wildcard feature using each search field. The wildcard is denoted by %.   For example, if the user wants to find all cases with first 3 letters of the last name "bowman" they would enter "bow%" into the last name search box field.

 

Wildcard also works at the start of the last name, so for example this could be search as %man

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Clicking on an individual Customer record will display the Customer record view.

 

Customer record view

 

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Also shown are all cases associated with the Customer.