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CXone Expert Clone Site 087

Contact Search

Note: Group Retiree (RET) will use Certificate Search instead of contact search - refer to Group Retiree (RET) Line of Business Specific section 
 
Description: Follow the steps below to complete a contact search and refine search results. 

Step 1: 

Click the “Search OneForce” box to search for a contact ( or employee). 
Screen Shot 2022-02-23 at 8.58.14 AM.png

Step 2: 

You can add multiple demographics when searching. Example: Last name + Zip Code (Jones 23456) or Last Name + Last 4 SSN (Jones 4444) 

Ways to Search in OneForce: 

  • Individual name 
  • Email address 
  • Phone number 
  • Last 4 SSN 
  • Address (State or Zip Code) 
  • Certificate Number, if applicable 
  • Audit ID, if applicable 

Partial Information Searches: 

  • Wildcard Asterisk * Save time by not typing in the complete word (Mississi*) 
  • Question mark for partial number (???5551212) 
  • AND, OR, NOT – must be capitalized (Jones AND 10025 AND NOT Bob) 

Once the record is found, click the contact name to pull up the record. 
Screen Shot 2022-02-23 at 8.58.21 AM.png

Step 3: 

If you are unable to locate the participant you may also refine your results from the left column. 

  • Search Results will show all the categories for the searched item 
  • Refine By will provide additional filters and search criteria 
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