Filtering and Searching Licenses #
Finding the right license quickly is essential for efficient customer service. DMSI DDLS provides powerful filtering and search capabilities.
Search Box #
The search box (top right) searches three fields simultaneously:
Search by License Key
Copy/paste the entire key for exact match.
Search by Customer Name
Type first or last name. Partial matches work. Case-insensitive.
Search by Customer Email
Most reliable method since emails are unique. Partial or complete email works.
Search Tips:
- Case-insensitive (“john” = “John” = “JOHN”)
- Partial matches work (“john” finds “johnson@example.com”)
- Searches as you type (instant results)
- Searches all three fields at once
The Six Filters #
Above the table, you’ll find 6 powerful filters that work together:
1. Status Filter #
- All Statuses
- Active
- Expired
- Suspended
- Cancelled
- Revoked
2. Expiration Filter #
| Option | Description |
|---|---|
| All | Any expiration date |
| Next 7 Days | Expiring within 7 days |
| Next 30 Days | Expiring within 30 days |
| Next 90 Days | Expiring within 90 days |
| Expired | Already past expiration date |
| Lifetime | Never expires |
3. Created Filter #
| Option | Description |
|---|---|
| All Time | No date restriction |
| Today | Created today |
| Last 7 Days | Created within past week |
| Last 30 Days | Created within past month |
| Last 90 Days | Created within past 3 months |
| This Year | Created this calendar year |
4. Activations Filter #
| Option | Description |
|---|---|
| All | Any activation count |
| Never | Never been activated (0 activations) |
| Partial | Some activations but under limit |
| Full | At activation limit |
| Over Limit | Exceeded limit (rare edge case) |
5. Subscription Filter #
| Option | Description |
|---|---|
| All | Any subscription status |
| Yes | License has associated subscription |
| No | One-time purchase, no subscription |
6. Support Filter #
This filter shows licenses based on their support contract status, not support level.
| Option | Description |
|---|---|
| All | Any support contract status |
| Active | Has active support contract |
| Expired | Support contract has expired |
| None | No support contract exists |
Using Multiple Filters #
All filters work together for powerful searches:
Example 1: Renewal Opportunities
Set Status to Active and Expiration to Next 30 Days. This shows active licenses expiring soon that need renewal attention.
Example 2: Failed Renewals
Set Status to Expired and Subscription to Yes. This shows failed renewal attempts to investigate.
Example 3: Customers at Limit
Set Activations to Full and Support to Active. This shows customers with active support who are at their activation limit (upsell opportunity).
Apply and Reset #
Filter dropdowns submit automatically when changed (improved in v1.0.1). You do not need to click Apply after each selection — the table refreshes immediately.
A [Reset] button clears all active filters at once and returns the table to its unfiltered state.
Related Topics #
- [Licenses Screen Overview](#)
- [Common Search Scenarios](#)
- [Finding Specific Licenses](#)