Searches

Field

Description

CID

Number that identifies the customer.

You can type a % wildcard with a partial CID for searching.

Note: The results displayed matching this wildcard search are limited by Dealer/Branch profile restrictions.

Note: Use option moncol to color code the search results based on the monitoring status of each installation. When this option is on, active installations appear green, and inactive installations appear red.

Passcard

A unique entry number assigned to an individual.

If you access the Basic search tab from Insert Test or Open/Close Status and type a passcard and extension, the passcard and extension will default into Insert Test or Open/Close Status.

While passcards are unique, there may be codewords (account or contact) that are the same. If option ba121 is turned on, the search includes these codewords in the search.

If more than one result matches your search term, the results include AKA names.

Note: You can enter wildcards to search for a codeword in the Codeword drop-down field.

Note: You can enter a wildcard codeword in the Passcard field. After entering the information, you can press Enter or select the drop-down to retrieve a list of matching codewords.

Passcard Extension (No label)

Extension associated with a passcard.

Serial Number

Serial number associated with a specific installed component of an installation. You can type a % wildcard with a partial serial number for which to search.

Note: The Installed Components tab of program #559 opens when SBN finds an exact serial number match. If more than one result matches your parameters, SBN displays a list of search results for you to choose from. If you search for a serial number that has been deleted from an installation, SBN displays the Log view of the Installed Components tab. SBN disregards any spaces you enter in this field.

Phone

Phone number.

If option ba204 is on, SBN includes the customer’s second phone number in the search.

If option ba205 is on, SBN includes the customer’s second and third phone numbers in the search.

If option ba357 is on, SBN includes the customer's fax number in the search.

If option ba478 is on, SBN includes the customer's first Panel Phone in the CID grid of Data Entry (program #559) in the search.
Note: Searches are now done on all phone number fields available in program #559.

Installation No.

Number that identifies the installation.

Dealer (No label)

ID of the dealer associated with an installation.

Contract No.

Number that identifies the contract.

Dealer (No label)

ID of the dealer associated with a contract.

Incident No.

Unique number created by SBN to identify each treated alarm.

Invoice No.

Invoice number.

Invoice Ref.

User-defined reference number for a service invoice.

When you search with this criterion, SBN will open the account linked to a service request by the selected invoice reference number.

Ext Invoice No

External invoice number; used for Partner invoicing. To search by external invoice number, option bl109 must be on.

Now accepts alphanumeric and a maximum of 20 characters.

Work Order No.

Work order number.

Service Req. No.

Service request number.

PO Number in Service Request

Purchase order number on a service request.

Note: If more than one installation has a service request with the same purchase order number, the first installation that SBN finds with the purchase order number on a service request opens in program #559.

Inquiry No.

Marketing inquiry number entered in program #562.

Account No.

Billing account number entered in program #548.

To search by account number, option sys003 must be on.

Member No.

Member number of company with which your company has a marketing alliance; searches by Inquiry. SBN converts text in this field to uppercase.

If option ba286 is on, you may search for Member by Installation.

If option  ba343 is on, you may search for Member by

• Billing Account

• Contract

If the search locates the Member in more than one area, a selection dialog box opens.

Branch and Dealer restrictions apply.

Dealer (No label)

Displays the Dealer ID, Monitoring Status, and Name associated with a member number.

Check #

Specific check number.

Payment No.

The credit card or bank account number.

Note: You can type a % wildcard with a partial credit card or bank account number. A window pops up displaying the search results.

Routing No.

Bank routing number.

Tax No.

Tax ID.

Basic Search for the Tax No displays a list of all contracts associated with an account that has the tax number, and that if the tax number is entered at the contract level, only that contract appears in the search results grid.

Email

Email address. Type the email address in uppercase.

To search by email address, option ba317 must be on. SBN saves all email addresses in uppercase.

Permit ID

Permit ID associated with the customer.

Customer Type

Type of customer (residential or commercial). (This menu originates from program #1534.)

Agency Reference

Agency reference number associated with the installation. (Agency reference numbers for alarm incidents are visible in the Compressed view of the Alarm Log.)

Field

Description

Search Parameters

Name - First

First name.

Note: Search results will display only those names associated with the dealer ID included in the user’s profile.

Name - Last
(No label)

Last name.

Note: Search results will display only those names associated with the dealer ID included in the user’s profile.

AKA

Also Known As; alternate name for the customer, such as a nickname.

Note: This field appears if option ba144 is on.

Phone

Phone number.

Street - Number

Part of the customer’s address.

Street - Name
(No label)

Part of the customer’s address.

Additional Street Information (No label)

Part of the customer’s address, if applicable.

City

Part of the customer’s address.

Note: This field appears if option ba144 is on.

Zip

Part of the customer’s address.

Note: The field appears if option ba146 is on.

State

Part of the customer’s address.

Alarm

Select this check box to search the Alarm Queue. If Alarm check box is selected, the Alarm output field will display an X.

Passcard

Displays the unique entry devices assigned to an individual.

Passcard Ext.

Displays the extension associated with a passcard.

Monitor Status

This drop-down contains all possible installation statuses.

Note: If the Exclude from Search checkbox in the Monitoring Status program (program #1540) is selected, then the checked status will not appear in an Advanced Search.

Panel

This drop-down contains all available panels.

Queue No

This drop-down contains all available alarm queues. (This field is protected unless you select the Alarm check box.)

Country

Part of the customer's address. If you leave this field blank, the search returns all records that match your parameters that do not have a country assigned.

Records Found

Number of records that match the search parameters.

Note: Option maxnas determines the maximum number of results that SBN displays; typically the first 120 records found.

Dealer

Dealer ID and any associated Sub-Dealer ID's assigned to the customer account. (This menu originates from program #1537.)

Log

Select this check box to search the Alarm Log for alarm incidents on installations that match your parameters. You may select the Police, Fire, Medical, and/or Patrol check boxes to limit the search results to installations with those events on alarm incidents.

Note: The Log, Police, Fire, Medical, and Patrol check boxes only appear when action 559/723 is on. These check boxes are protected unless you perform a search by Installation. The value of option ba472 defines the period, in hours, that SBN looks back in the Alarm Log.

Police

Select this check box along with the Log check box to limit the search results to installations with Police events on alarm incidents.

Note: The Log, Police, Fire, Medical, and Patrol check boxes only appear when action 559/723 is on. These check boxes are protected unless you perform a search by Installation. The value of option ba472 defines the period, in hours, that SBN looks back in the Alarm Log.

Fire

Select this check box along with the Log check box to limit the search results to installations with Fire events on alarm incidents.

Note: The Log, Police, Fire, Medical, and Patrol check boxes only appear when action 559/723 is on. These check boxes are protected unless you perform a search by Installation. The value of option ba472 defines the period, in hours, that SBN looks back in the Alarm Log.

Medical

Select this check box along with the Log check box to limit the search results to installations with Medical events on alarm incidents.

Note: The Log, Police, Fire, Medical, and Patrol check boxes only appear when action 559/723 is on. These check boxes are protected unless you perform a search by Installation. The value of option ba472 defines the period, in hours, that SBN looks back in the Alarm Log.

Patrol

Select this check box along with the Log check box to limit the search results to installations with Patrol events on alarm incidents.

Note: The Log, Police, Fire, Medical, and Patrol check boxes only appear when action 559/723 is on. These check boxes are protected unless you perform a search by Installation. The value of option ba472 defines the period, in hours, that SBN looks back in the Alarm Log.

Skip %

When checked, all % wildcard is removed.(Checked by default).

Primary Search Area

Installation

Select this field to sort results by installation number.

Note: Use option moncol to color code the search results based on the monitoring status of each installation. When this option is on, active installations appear green, and inactive installations appear red. Color coding only appears if you choose the Installation radio button.

Contract

Select this field to sort results by contract number.

Account

Select this field to sort results by account number.

Marketing

Select this field to sort results by inquiry number from marketing.

Passcard

Select this field to sort results by assigned passcard.

Column

Description

Install #

Installation number associated with the selected customer.

Dealer ID

ID of the Sub-Dealer associated with the selected customer.

Customer ID

CID of the selected customer.

Name

Name of the selected customer.

Alias Name

AKA name or nickname.

Street

Street address of the selected customer.

City

City (part of the address of the selected customer).

State

State (part of the address of the selected customer).

Zip Code

Zip code (part of the address of the selected customer).

Phone #

Primary phone number of the selected customer.

MonSt

When you enter the search dialog box from Account Management and perform a search, this field displays the Monitoring Status of the installations that match your search parameters.

Branch

Branch associated with the selected customer.

Contract Status

When you enter the search dialog box from Contract Master and perform a search, this field displays the contract status of the contracts that match your search parameters.

Alarm

This installation has an active alarm.

Balance

When performing a search for a contract or account, this column displays the balances of the contracts or accounts that match your search parameters. The balances originate from the Invoice Status tab of Contract Master (program #548).

Group 1

When performing a search for an installation or an account, this column displays the Group 1 data defined in the Billing Accounts window in Contract Master (program #548).

Group 2

When performing a search for an installation or an account, this column displays the Group 2 data defined in the Billing Accounts window in Contract Master (program #548).

Dealer ID

Dealer ID of the assigned to the customer account/sub-dealer.

Wildcard

Use

%

Use a percent sign to represent any number of characters.

Examples:

l    To search for all phone numbers beginning with ”972," type 972%. Results will include numbers such as 972-555-1212 and 972-1234.

l    To search for all names ending with ”sen," type %sen. Results will include names such as Jacobsen, Dobsen, and Williamsen.

_

Use an underscore character to include any single character.

Example:

l    To search for all results for Sheryl or Cheryl, type _heryl.

[ ]

Use brackets to include a specific range of characters, such as [a-f] or [1473-1500].

Example:

l    To find an address on a specific block, type [800-900] Main Street. Results will include addresses such as 800 Main Street, 819 Main Street, and 900 Main Street.

[^]

Use a caret to exclude a range of results.

Example:

l    To find addresses on a street, excluding a specific block, type %[^800-900] Main Street. Results will include addresses such as 518 Main Street and 10015 Main Street.

Field/Column

Description

Check #

Check number.

Note: You can use the % wildcard to search for a partial check number.

Note: You must either type a check number or select a range of payment dates.

Payment Date Range

Payment Date - From

You may select a range of payment dates to search for checks paid within that range; select the beginning date of the range.

Note: You must either type a check number or select a range of payment dates.

Payment Date - To
(No label)

You may select a range of payment dates to search for checks paid within that range; select the ending date of the range.

Note: You must either type a check number or select a range of payment dates.

Amount Range

Amount - From

You may type a range of payment amounts to search for all checks within that range. Type the beginning payment amount of the range.

Amount - To
(No label)

You may type a range of payment amounts to search for all checks within that range. Type the ending payment amount of the range.

Records Found

The number of records that match the search parameters.

Unposted

Enter a check mark in this field to include unposted checks in the search.

Column

Description

Acc#

The account number associated with the selected check.

Check Number

The check number of the selected check.

Amount

The payment amount of the selected check.

System Date

Date the check was posted.

Name

Name of customer associated with the selected check.

Mod Number

Date

Description

n/a

01/19/09

document rewritten

07.02.18108

04/17/09

Added Monitoring Status column to Dealer drop-down menu

08.03.06869

06/24/09

Added Country field to Advanced search tab

07.02.18482, 08.03.06914

07/20/09

Added Serial Number field to Basic search tab

07.02.20526, 08.03.08090

01/10/11

Added Log, Police, Fire, Medical, and Patrol check boxes to Advanced search tab

07.02.20758

04/06/11

Updated option ba357 and added option ba478

07.02.21380, 08.03.08546

01/23/12

Added Balance column to Basic search results window for searches by Check #, Payment No., Tax No., and Email.

07.02.21785, 08.03.08775

06/14/12

Added Agency Reference field to Basic search tab

07.78.22247, 08.78.09015

04/05/13

Added PO Number in Service Request field to Basic search tab

07.80.23151, 08.80.09519, 08.80.09511, 07.80.23143

3/19/14

Added notices to Advanced Search table and Tips For Performing An Advanced Search section about the Exclude From Search checkbox in program #1540 affecting Advanced Search results.

n/a

08/14/14

Images updated.

07.93.26829, 08.93.12124

03/17/22

Sub-Dealers has been added within Dealer Dropdown. A new column displaying sub-dealers has been added, and regular Dealer ID column has been added to the right in the results pane.

08.93.12180, 07.93.26941

06/15/22

Skip% checkbox added in Advance Search screen. Images updated.