In DOKS you can search customers in many ways.
- On the right upper corner of the Homepage you can find a magnifier-icon. By clicking it you will open a search tool. With this search tool you are able to find customers by their names, business-ID or by the information given on ”Department” field. You can also make a search in the ”Customers” window by clicking ”Please enter search term” -quick tool on the quick tool menu bar.
The Search tool on the left-hand main Menu is a deep search, i.e. it can be used to perform searches with any search term and the search also includes the names and information on
the customer cards. The deep search function searches and shows matches also on Archived customer cards. For example you can make a search by identified person or beneficial owner.
Please note! If the user’s view is restricted to the customers assigned to the user (=the ones for which the user is marked as the account manager) or the customers assigned to the user and their teams, the search function only includes the results for the customers assigned to the user (+their team).
-The main Menu’s Search function displays the results for all customers, but the user cannot open the customer cards of other users, and they are not visible. Thus, the Menu’s Search function can be used to find and see e.g. the name of an individual as a customer + it shows that the action of identification/information request/marking as beneficiary has been done and presents the names of customer companies in the search results. The user cannot open the customer card in question.
- Respectively, when entering a new customer, the users of restricted view also receive a notification if they try and create a customer using the name of a company or individual already in the system. In other words, even if you do not carry out a pre-check, the system alerts of names that exist in the system already.