Sel Crit Customer Profile

The Customer Profile selection criteria can be used to narrow down which customer organizations will be included in the output (by limiting the results to a sub-set of Customers having been specified as a Customer for a particular Legal Entity or All Legal Entities). By default, no filtering by Customer will occur.

If you do not want to include all Customers, you can use the Customer Profiles filter option and click on the filter icon (

) to narrow down the list of items in the multi-select box. Once you have narrowed down the list, you can further select and de-select individual items in the multi-select box.

The Customer Organizations that may appear in the filtered results include only those organizations that have been associated as a Customer for a Legal Entity organization. This relationship is defined on the Organization >> Edit >> Customer Profile screens (where you edit a particular organization and define the list of organizations for which the current organization is to be considered a Customer).

The options available to refine the items included in the multi-select box include:

You can use the Org. Code and/or Org. Name filter options to refine the entries included.

For example, if you only wanted to include Customer Profile organizations that begin with ABC, you could supply ABC in the Org. Code filter field.

When entering filter criteria, the result set will include entries that match the first X characters entered in the filter criteria. The following characters can be entered as wild cards in the search selection criteria for certain fields:

% -- (percent sign) this character will match any number of characters --- for example: %net would match "Unanet", "Network", and "Basketball Net". By default, the % sign is appended (but not displayed) to all entered filter criteria. Thus entering "Una" alone or entering "Una%", would match: Unanet, UnaTime, Una$ense and UnaSource.
_ -- (underscore) this character will match any one character -- for example: X_Z would match "XYZ" and "XBZ" -- but not "XABZ"
You can also use a combination of these characters for complex matching --- for example: U_an% would match Unanet

Note that you may also specify more than one filter criteria by entering a comma separated list in the filter text box.

For example, to include all items that begin with a and c, format your filter criteria as:

a,c

Note that after making any changes to the filter criteria, you will need to click on the filter icon (

) or enter to re-populate the multi-select box.