Using the Find button

The Find button in the Customers screen allows you to search for a candidate record by entering the candidate's phone number.

Follow these steps to search for a record using a phone number:

Perform the steps listed in Locating a candidate record.
Ask the candidate for his or her phone number (including area code), type the phone number into the Phone field in the Customers screen, and then click Find.

You do not need to use punctuation when you type phone numbers. For example, 952-888-8888 can be entered as 9528888888.

If the system finds at least one record with a matching phone number, the Find Candidates window opens with a list of the matching records.

If more than five candidates are found or no record is found, a message appears explaining that you need to narrow your search. Click OK to close the message, and then follow the steps in Using the Search button to refine your search.

Determine whether any of the candidate records on the screen belong to the candidate by asking the candidate to verify his or her name and address.

If you do not locate a candidate's record by entering his or her phone number, it is important that you follow the steps in Using the Search button to continue searching. Do not rely solely on the phone number search.

In the Select column, select the record that matches the candidate's information, and then click OK.

After you locate a candidate record, you can:

Edit the candidate's record. For more information, see Creating or editing a candidate record.
Register the candidate and schedule an exam appointment. For more information, see Scheduling an exam.
Reschedule an appointment. For more information, see Using the History tab to locate a candidate record.