Search

Summary

RPM includes search functionality for searching:

Agents. Searches rep & agency contact & company names as well as rep IDs.
Customers. Searches customer contact & company names as well as account numbers.
Agents & customers. A combination of the agent & customer search. This is the quick search option in the top frame of staff users.
Commission schedules. Searches commission group names.
Phone numbers. Searches all phone numbers in the system. Any fragment of a phone number may be specified.
Form fields. Search the forms inside a process. This search can be limited to specific view.
Form number. Search the numbers of the forms inside a process. This search is not limited to the current view.

RPM supports partial word searches. Example: Searching for "John" will return things with "John", "Johnny", "Johnson", etc. Example: Searching for "123" will return things with "1234", "51238", etc.
To narrow down a search enter more than one word. Example: Searching for "John Doe" will only return things that contain both "John" and "Doe".

There is a quick search always available in the top frame. Enter a search query and click "Search". To access the other searches click "More…" in the top frame.
A search within a processes can also be started by clicking the "Search" link in the top right corner of the "Select a form" page.
Search results are cached, meaning if you run a search then click back to the results within 90 seconds, the search doesn’t have to be run again. However, this also means after running a search changes made to things that would be searched won’t show up if you run the same search again within 90 seconds.