Search Option

Description

What do you want to find?

Select to include the following within the search:

•      Lead.  Include non-booked orders.

•      Foreign Order.  Include records that originated from outside of Mover’s Suite (i.e. from a van line).

•      Order.   Include booked orders.

•      IGC.  Include orders booked through IGC Software.  This option value is not available from within Revenue Entry.

This option is not available in the Order Number search tab.

By default, Order and Foreign Order are automatically included in a search.

Last Name/Company Name

Enter a value to compare to the Name, Address, Phone > Last Name/Company field value.

First Name & MI

Enter a value to compare to the Name, Address, Phone > First Name/MI.

Estimate Number

Enter a value to compare to the Name, Address, Phone > Estimate Number.

Order Number

Enter a value to compare to the Order Number.

Partial

Enter a value to compare to the Partial sequence.

Overflow

Enter a value to compare to the Overflow sequence number.

Set-Off

Enter a value to compare to the Set-Off sequence number.

GBL Number

Enter a value to compare to the Military/Government > GBL Number.

SSN

Enter a value to compare to the Military/Government > SSN.

National Account

Available through the Claims module only.

Select the National Account(s) from the available drop-down list to include in the search. 

The application will check the Claims > Claims Detail > National Account value for matches.