ACTIVENet by default displays a global search field in the top header of the AUI. The global search field serves as a centralized input field that allows staff users to perform searches for multiple resources from a single location and it remains accessible even when staff users navigate between different tabs. This global search field is enabled by default for all organizations. To disable this search field, please contact the ACTIVENet support team.
If the global search field is enabled, staff users can enter any keywords up to 50 characters in this field. During text entry or modification, the system automatically displays a dropdown list of the top matching results that the staff user has access to. If the text entered matches with any of the following information, the dropdown list includes the corresponding sections if applicable and in the matching records, the matching parts are in bold.
customer information including customer ID, alternate key ID, pass number, customer name, home phone number, work phone number, email address, birthdate (up to 5 customer accounts)
Note that for birthdate searches:
when a date is entered in the global search field, the system searches the entered text by birthdate only.
the date format entered must follow the format defined in the “Administration Home > System Settings > Configuration - General > Regional Settings > Date Format” setting and use “/” to separate day, month and year, for example 04/03/1988.
organization information including organization name, organization ID, phone number, email address (up to 2 organizations)
receipt number (up to 3 receipts)
permit number (up to 2 permits)
Note that combining different elements together in the keywords, such as typing both customer name and receipt number in the search bar, is not currently supported.
Staff users can then select a desired result from the dropdown list or click ‘Show more results for’ to view additional results.
The Search Results page displays detailed matching results for customers, organizations, receipts and permits, if applicable.
Matching customers: Name, Address, Phone, Email, DOB, Gender, Customer Type, Customer ID, Family, Customer Since
Matching Organizations: Name, Address, Phone, Prevent Further Use
Matching Receipts: Receipt Number, Issued, Type, Amount, Voided
Matching Permits: Permit Number, Start Date, Event Name, Customer/Org, Email, Status
Staff users can click a module tag to view results only for that module or click the All tag to view all modules with matching results. In the results list for a module, staff users can:
to open the detail page to view or edit a record, click the hyperlinked name or ID.
sort a list by clicking a column header with sorting icons.