Customer Search Tool

The Customer Search Tool allows you to locate customers in the map based on customer name, phone number, or address. In order to begin using this tool, a system administrator will need to complete the following steps:

1. You must have a geocoding service loaded into the application.
   • Using the Supporting Services tab in ArcGIS Server Manager, select your geocoding service from the Available Services grid and add it to the Selected Services.

     

2. After the gbaMS Customer Search tool has been added to the application, you'll need to configure it using the Select Tasks tab.
   • Highlight the gbaMS Customer Search task and click Configure. The Task Configuration dialog will appear.

     

3. In the Task Configuration dialog, perform the following:
   • Enter the maximum number of results that will be returned when using the task. This step is optional.
   • Enter the name of the geocoding resource that you are using. This will be the service that you selected in the Supporting Services tab. This step is required.
   • Click OK when you have finished configuring the task.

     

4. Click Finish when your configuration and setup is complete. This task will now be available for use in ArcGIS Server.