Quick Search
Quick Search lets you search an SSN (Social Security number), an address, a reverse phone number, or a company name as the criterion, without having to locate and use the appropriate search form.
Procedure
-
Click
(quick search), and select the type of search that you want to
complete.
The required input changes depending upon your selection. You may see the following fields:- SSN Lookup: Enter the SSN with or without dashes (for example, 12345678, 123-45-678, 123 45 6789, or 6789).
- Address: Enter the full USPS (United States Postal Service) address. Separate each address element with a comma (for example, 123 Main Street, Toledo, Ohio, 43412).
- Reverse Phone: Enter a complete phone number with or without dashes, periods, or an area code (for example, 1234567891, (123)4567891, 123 456 7891, 123 4567891, 123-456-7891, 123.456.7891, 456-7891, or (123) 456 7891).
- Company Name: Enter the name of the company.
-
To associate your search with a customer or a topic, provide a label (for
example, the customer's name or a topic name) in the Reference
ID field.
The History function lets you view the searches that are associated with a reference ID.
Your organization may require a reference ID in a particular format. Additionally, the contents of this field may be automatically completed or the field may have restrictions that are configured by your administrator. - Click Go.