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The window lists the customers on the system, and gives access to each individual customer through the Display button.
Searching
For Customers
The Search button allows you to search through the current
list of customers, in either the Customer Number, Customer
Name or Postcode details. The search does not need to be
an exact match, for instance, you could search for 'EX' in postcodes
to display all customers whose postcode contains the letters 'EX'.
Inactive
Customers
Customers who are marked as inactive can either be excluded from, or included in, the
list by clicking the appropriate radio button (the circle at the top
left of the window).
Displaying
Customer Details
To
display the full details of a customer, click on the customer's line
in the list, and then click the Display button, or press the
enter key on the keyboard.
Importing
Customers
New
customers may be imported from a tab-delimited text file, by
clicking on the Import button.
Sorting
The List
You will notice that the top of each column has two arrowheads
beside the column name. These are sort arrows, and allow you to
alphanumerically re-order the list based on that column. The upward
arrowhead orders the column from a to z. The downward arrowhead
orders the column from z to a. When you click on an arrowhead, the
other arrowheads disappear to indicate that you are sorting the list
based on the order in that column. To un-sort the list, click on the
arrowhead again, and all the arrowheads will reappear.
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