Customers
How to get here
From the Customer menu, choose Select / Add new (CTRL-G), or click the Customers Tool bar icon, or click the Customer address area on the Main Form when this area is empty.
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Quick Reference
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Search (selector) |
Choose a search method |
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Search Button |
Invoke search for given criteria |
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Preferences for this window |
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Help |
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For/Contains/Begins with |
Optional filter |
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Results list window |
Lists results for the current Search. Right click for Options |
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Add New |
Add a new customer record |
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Options |
Options menu |
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Select |
Select current selected customer onto Main Form |
Search (selector)
Search Method. These are customisable and the initial choice can also be configured in Settings.
For
Optional search filter.
If you leave this box blank and click Search, then all the result list will be all the records based on the Selected search method.
If you enter some text in the For filter then click Search, then the result list will be those which match the Selected search method, and agree with the For filter.
By convention unless method name states otherwise, the search is 'begins with'. For example if you choose 'Dentists by name', and type in 'BER' into the filter, then the search will list all customers of type dentist, and whose name begins with 'BER'. The dentists by Name and the Practices by Name use advanced search rules, so you can type in the filter in several formats and T7 will still try to find your results list. Capitalisation is not significant.
Examples for search method dentists by Name..
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FOR FILTER |
RESULTS
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SMI J or J SMI |
SMITH,J SMITH,JOHN SMITHERS,JA SMITHSON,JOHN SMITTINGS,JAK
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SMITH JOHN or JOHN SMITH
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SMITH,JOHN SMITHSON,JOHN
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S JOHN or JOHN S |
SANDERSON,JOHN SITTWELL,JOHN SMITH,JOHN SMITHSON,JOHN
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S J or J S |
JAMESON,S JONES,SIMON SANDERSON,JOHN SITTWELL,JK SMITH,JOHN SMITHERS,JA SMITHSON,JOHN SMITTINGS,JAK
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The telephone numbers search is different in that it uses a 'CONTAINS' search rule as opposed to 'BEGINS WITH'.
Examples for search method Telephone numbers (dentists)...
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FOR FILTER |
RESULTS
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1424 |
01424 777877 01424 705007 03234 701424 |
You can search for deleted/inactive customers by choosing the search method of "Deleted/inactive customers" and clicking the Search button.
Search Button
Invoke search for given criteria. Clicking the Search button without a filter will result in all records being listed for the given Search method.
Preferences icon
Settings for this dialog window.
Help icon
Link to this Help topic. Welcome!
Results list window
Initially when you enter this dialog, this list will be pre-populated with the results for the Initial Search method, as if you had left the 'For' filter blank and clicked Search. The Initial search method can be set in Preferences.
If you come into this Search window by pressing Enter in the Customer box on the Main Form, then if you had typed anything first, this will be used as the initial search's 'For' filter.
If you change the Search method, or type into the 'For' filter, the list will clear. Click Search to refresh the results.
You can right click any listed rows to invoke the Options menu. This is the same as highlighting a row, then clicking the Options button.
Add new
Add a new customer record. Use if you don't already have this customer in your search results list.
Options
A sub-set of menu choices for appropriate actions Select / Add New / Delete / Send to Preview Window / Edit / Export to CSV file. Select, Delete and Edit will only be possible if a customer row is highlighted.
Select
Select the currently highlighted customer onto the Main Form. This will only be enabled if the action is valid for the current state of the Job or Invoice on the Main Form. If the Job 'won't select' then try closing the search window and deal with the job on the Main Form then choose Clear Form before returning back to the Search. If you want to keep the current form as it is, then simply Open Up another Main Form (CTRL-O).