Work Order Creation - Account/Contact Search Settings

When Terminal users report issues via 400 hotline or customer service representatives, the service staff must associate the Work Order with an Account and Contact. To prevent excessive data access to Account and Contact objects, the system allows service staff to perform fuzzy searches by entering keywords when creating a Work Order.

Navigation: Service Connector > System Settings > Work Order Management > Work Order Account/Contact Search

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Search Methods

• Keyword Matching: When creating/editing a Work Order, users can match Accounts and Contacts by entering keywords—no object-level permissions required.
  (1) Fuzzy Match: Query initiates after entering ≥2 characters, displaying up to 100 results.
  (2) Exact Match: Only returns results with exact name matches.

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• Standard Lookup Fields: When creating/editing a Work Order, users with object permissions can select data via Account/Contact lookup fields.

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• Note: Both methods apply the data scope rules configured for the “Account” field in the Work Order object.

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