Searching in GoldMine for US formatted phone numbers (Contact Search Center and Universal Search)

Version 1

    Details

    Due to the specific phone formatting for US phone numbers searching in GoldMine for US phone numbers will result in not consistent results. the following article and scenario describes where inconsistencies may appear and how to work around them.


    [STEPS TO PREPARE]
    1. Browse to Art Bardtoll
    2. Enter into Phone 1 field for Art Bardtoll 7085551234, this will be displayed with a US format (708)555-1234
    3. The related USER.INI contains the following default value in the section
    [GM_SEARCH_CENTER]
    FindUSAPhone=1

    Additional information: The value is stored in the GoldMine database as (310)555-3783

    [STEPS TO REPRODUCE]
    A. with the Contact Search Center (CSC)
    1. Double-click on the Phone1 field label, this opens the Contact Search Center (CSC) with Search by Phone1 field
    a. Change the operator to Contains
    b. Change the operator to Begins with
    2. Entering the search field different variations of Art Bardtoll's Phone1 value (only for the part (708)555)
    3. Note and verify the results

    B. with the Universal Search
    1. Go To > Search > Universal Search
    2. Select the check box Advanced
    3. Press button Options
    4. In the tab General activate Search by prefix
    5. OK
    6. In the Search field enter different variations of Art Bardtoll's Phone1 value (only for the part (708)555) > Go
    7. Note and verify the results

    [RESULTS]
    The  following is a matrix if or how the record can be found in Contact Search Center (CSC) and Universal Search. Some of the behaviors or results are not expected. Please refer to the legend of the following matrix for further information.





    Additional Note: the error in the Universal Search (referenced as RM issue 132236) appears as

    Error source: Full Text Search Engine
    Error message: CUSParser::GetFilters - Invalid search filter
    Error code: 0x80004005




    Resolution

    [CAUSE/REASON]
    A. With the Contact Search Center (CSC)
    - The value for the Phone1 field is stored in the GoldMine database as (708)555-1234 which causes part of the inconsistency when searching
    - When using the Contact Search Center (CSC) to search for a US formatted phone number,  using "Begins With" allows the user to enter the phone number without  formatting,for example. 8475551212.  However, when using "Contains" as the  operator, the user must enter the formatting in order to generate any  or correct results, for example (847)555-1212.  
    - This is logged as RM 203521

    B. with the Universal Search
    - The error CUSParser::GetFilters - Invalid search filter is logged as RM 132236


    [CONCLUSION]
    A. with the Contact Search Center (CSC)
    - In the Contact Search Center (CSC) it is recommended always to add the formatting characters or placeholders for US formatted phone numbers regardless if the search operator is set to Begins with or Contains

    B. with the Universal Search
    - In Universal Search it is recommended also to add the formatting characters for US formatted phone numbers apart from the 1st opening (, alternatively universal search accepted placeholders can be used everywhere