USI Search

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Caren Harper

• 23 March 2015 11:33

Want to be able to search by USI and ideally be able to type the USI in the search bar so it can be cross checked across all accounts?

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• Official comment

  

  Wes Manuta

  • 24 March 2020 01:22

  Hi All,

  This new functionality will be in our next release (Wednesday, 25 March 2020). Please see our release notes below.

  AX-9227 - We now have support for the Locate USI function. This can be accessed from any contact view page by clicking the search icon next to the USI field. You can choose which details to search by but surname, date of birth and gender are required. If a match is found, the USI, as well as the details you used to locate it, will be automatically saved against their contact record and a system note will be added. Be aware that when searching, if you successfully find a record, the student will receive a notification that your company has located their USI.

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  Rowan Lehr

  • 13 September 2016 04:19

  Great idea! Can we make a search by Commitment ID field at the same time?

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  Justin Strickland

  • 17 March 2017 04:01

  Hi I'm new to aXcelerate so may have missed something in the settings to do this but I have not seen it yet. If I have missed how to better search and see USI details I would be happy to be directed to the answers.

  I think being able to search the USI is a great Idea, surprised its not in there already as a searchable data field.

  Would also still like to see the USI displayed on the "View" Contact Tab's landing page for each student rather than going into the Contact "Update" Tab to see the USI. Maybe even add it the information that displays in the "Other Information" drop-down for the "View" Contact information. Thoughts?

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