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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.