Tuesday, July 12, 2016

How to search for customer in CC&B Application

Go to Control Central
Enter the name in the "Name" field and press enter

In search results you can find the matching names. This search option is not case sensitive at all!
If there is only one customer in the search result it will be selected automatically and cursor moved to account information tab.

Query to find customer with customer Name.

SELECT
       CPN.ENTITY_NAME,
       CP.ADDRESS1,
       CP.CITY
FROM CI_PER CP
INNER JOIN CI_PER_NAME CPN
ON (CP.PER_ID = CPN.PER_ID)
WHERE CPN.ENTITY_NAME LIKE INITCAP('%salman AHMED%');