Searching for Clients
This option allows you to search for Clients. You can search for a client knowing partial information, e.g. a telephone number or part of a telephone number.
- From the Search Field dropdown select the 'Conditions' you want to base your search upon.
- Refine the search by selecting from Begins, Contains, Equals, Less Than, Greater Than, Does not Equal or Range from the dropdown.
- In the Look for Column enter the text you are searching for.
- A list of Clients that meet the conditions entered are displayed.
- Click Search
to complete the Search. - Click Reset
to reset the form to start again.
When searching for a client using a telephone number or part thereof select 'Contact Method' and 'Contains' from the dropdown lists.
Notes
- You can select more than one condition to search by.
- Conditions are inclusive, i.e. the Client must match all conditions listed.
- Searching for clients is fast but by using 'Contains' is slower than using 'Begins' or 'Equals'.
- To view the Client details, click the 'drill down' on the Client line, or double click the row.
Results
The Results are displayed as a grid.
Right mouse click the top line of the grid to bring up an additional menu, which has the option Column Chooser. Click this and then tick all the checkboxes that are required.
| Column | Description |
|---|---|
| Drilldown Copy | Click this button to copy the Client Id. You can then go to the Client Form and paste the Id. |
| Drilldown | Click this to be able to go to the Client Detail from the grid. |
| Active | Displays a checkbox that will be ticked if the Client is Active and unticked where the Client has been set at Inactive. |
| Branch | The Branch the Client has been assigned to. |
| Client Group | The Client Group the Client has been assigned to. |
| Client Id | The Client Id. |
| Client Type | The Client Type the Client has been assigned to. |
| Credit Rating | The Credit Rating that has been entered against the Client. |
| Cross Reference | Displays a Cross Reference that has been entered against the Client. |
| DOB | The Client's 'Date of Birth'. |
| External Id | Displays the External Id that has been entered against the Client. |
| First Name | The Client's First Name. |
| General Communication | Displays whether the Client has 'General Communication' ticked on the Client page. |
| Last Name | The Last Name of the Client. |
| Legal Name | The Legal Name of the Client where they are a 'Company'. |
| Manager | Displays the Manager that has been assigned to the Client. |
| Marketing Communication | Displays whether the Client has 'Marketing Communication' ticked on the Client page. |
| Name | The full Name of the Client. |
| Phone Numbers | The Client's phone number. |
| Special Type | Indicates that this is a special type of Client, for example an External Party, Branch etc. |
| Status |
The corresponding number to the Status that has been entered against the Client.
|
| Status Text | Displays the Status that has been entered against the Client, e.g. Excellent, Good, Bad etc. |
Additional Search options
This option allows you to click in the results grid and start typing.
- If you type in the 'Filter' row the results be minimised to only show the rows that match what you have typed.
- If you type in a row that is not the Filter row, the active row will move to match the phrase you are entering and a message on the button strip at the bottom of the grid will indicate that a Quick Find is in progress. By default, the Code column will be searched but by sorting another text column first, e.g. the Name column on the Client Search, this column will be searched instead.
Pressing the Esc key on your keyboard will cancel the Quick Find (pressing it again will clear the filter row).
Settings options
The following options are also available to the left under Settings.
- Click the Clear
button to clear the information and start again. - Click the Load
button to load previously saved information. Click here for more information regarding 'Loading' settings. - Click the Save
button to load previously saved information. Click here for more information regarding 'Save' settings. - Click the Organise
button to show all saved information. Click here for more information regarding 'Organise'.
Button Strip
| Icon | Definition |
|---|---|
 | To print the search results. |
 | To show/hide the preview pane window. |
 | Save defaults for this grid. |