This customer lookup window provides the option to search for and select from the existing customer records already stored in your company's customer file, by entering the first few characters of any of the customer's names.
This search method attempts to find a match for a customer name
or partial name in the existing records in the Customer Information.
It applies at document entry when a blank Customer Number is
entered in Add mode, where it causes a window to open prompting the
operator for a customer name for the search.
It also provides the option to search for and match all words in
the name entered, or to match any single word in the name
entered.
The search conditions include:
This search option is only available in documents that are most
often utilized by repeat business, including Contracts, Counter
Worksheet, Sales Orders, Rental and Sales Quotes, Miscellaneous
Invoices, Point Of Sale Invoices, Estimates and Work Orders.
Note: If the driver's license scan feature is also activated, this
window is displayed after the license scan window when no match is
selected.
The prompts are:
Check this box to narrow the search to find only customers who match all of the names or partial names entered in the Customer Name field.
Resulting Selection List:
The matching customer records are listed with the numbers, names,
phone numbers, On Account status, and Address.
The customer list can be resorted by any column in ascending or
descending order, by clicking on the column heading.
Columns can also be dragged and dropped to reposition them as
required.
To select a customer, double click on the customer record, or highlight the record and click the SELECT button.
Note: If the Scan Driver's License processing has also been
activate in the Divisional Contract
Parameters, the enhanced customer search is provided after the
scan, if no customer was selected or added.
For detailed information on the scan feature refer to Driver's License Scanners.
Converted from CHM to HTML with chm2web Pro 2.85 (unicode) |