Difference between revisions of "List Customers"
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This button will take you to the new Order / Quote section. | This button will take you to the new Order / Quote section. | ||
| − | == Filters Available == | + | == '''Filters Available''' == |
'''Account Manager'''<br /> | '''Account Manager'''<br /> | ||
| − | Here you can limit the search results to the specified account manager.<br /> | + | *Here you can limit the search results to the specified account manager.<br /> |
'''Lead Generator'''<br /> | '''Lead Generator'''<br /> | ||
| − | Here you can limit the search results to the specified lead generator.<br /> | + | *Here you can limit the search results to the specified lead generator.<br /> |
'''Account Status'''<br /> | '''Account Status'''<br /> | ||
| − | Here you can limit the search results to customers with a specific account status.<br /> | + | *Here you can limit the search results to customers with a specific account status.<br /> |
'''Category'''<br /> | '''Category'''<br /> | ||
| − | Here you can limit the search results to customers in a specific category.<br /> | + | *Here you can limit the search results to customers in a specific category.<br /> |
'''Search Sage Shortname'''<br /> | '''Search Sage Shortname'''<br /> | ||
| − | If your system is linked to Sage, here you can specify part/all of a Sage Shortname to search by.<br /> | + | *If your system is linked to Sage, here you can specify part/all of a Sage Shortname to search by.<br /> |
'''Search Email Address'''<br /> | '''Search Email Address'''<br /> | ||
| − | You can search a full or part email address here. e.g. "spitfire-ams.co.uk" will bring up all customers with that email address.<br /> | + | *You can search a full or part email address here. e.g. "spitfire-ams.co.uk" will bring up all customers with that email address.<br /> |
'''Search Surname'''<br /> | '''Search Surname'''<br /> | ||
| − | You can search a full or part Surname here.<br /> | + | *You can search a full or part Surname here.<br /> |
'''Search Postal Code'''<br /> | '''Search Postal Code'''<br /> | ||
| − | You can search a full or part Postcode here. e.g. "TA" will bring up all customers in the TA postcode.<br /> | + | *You can search a full or part Postcode here. e.g. "TA" will bring up all customers in the TA postcode.<br /> |
'''Search Phone No'''<br /> | '''Search Phone No'''<br /> | ||
| − | You can search a full or part Phone Number here. e.g. "01823" will bring up all customers with the area code 01823.<br /> | + | *You can search a full or part Phone Number here. e.g. "01823" will bring up all customers with the area code 01823.<br /> |
'''Customer ID'''<br /> | '''Customer ID'''<br /> | ||
| − | If you know the Customer ID, specify it here.<br /> | + | *If you know the Customer ID, specify it here.<br /> |
'''Site Customer ID'''<br /> | '''Site Customer ID'''<br /> | ||
| − | If you know the Customer ID associated with Amazon, eBay etc., specify it here.<br /> | + | *If you know the Customer ID associated with Amazon, eBay etc., specify it here.<br /> |
| − | == Customer List == | + | == '''Customer List''' == |
Once you have entered the filter options, you will be presented with a list of customers and the ability to search amongst them using the "Search" box on the top right of the table. | Once you have entered the filter options, you will be presented with a list of customers and the ability to search amongst them using the "Search" box on the top right of the table. | ||
| − | == Ability to Merge Customers == | + | == '''Ability to Merge Customers''' == |
On the left hand side of the customer listing, you have a "checkbox", if you encounter customers you wish to merge, tick these boxes and click "Merge". | On the left hand side of the customer listing, you have a "checkbox", if you encounter customers you wish to merge, tick these boxes and click "Merge". | ||
Revision as of 11:17, 15 September 2021
This section allows you to list customers using various filters.
Contents
Actions Button
This button allows you to create a "New Customer" or "Create Case".
New Order / Quote Button
This button will take you to the new Order / Quote section.
Filters Available
Account Manager
- Here you can limit the search results to the specified account manager.
Lead Generator
- Here you can limit the search results to the specified lead generator.
Account Status
- Here you can limit the search results to customers with a specific account status.
Category
- Here you can limit the search results to customers in a specific category.
Search Sage Shortname
- If your system is linked to Sage, here you can specify part/all of a Sage Shortname to search by.
Search Email Address
- You can search a full or part email address here. e.g. "spitfire-ams.co.uk" will bring up all customers with that email address.
Search Surname
- You can search a full or part Surname here.
Search Postal Code
- You can search a full or part Postcode here. e.g. "TA" will bring up all customers in the TA postcode.
Search Phone No
- You can search a full or part Phone Number here. e.g. "01823" will bring up all customers with the area code 01823.
Customer ID
- If you know the Customer ID, specify it here.
Site Customer ID
- If you know the Customer ID associated with Amazon, eBay etc., specify it here.
Customer List
Once you have entered the filter options, you will be presented with a list of customers and the ability to search amongst them using the "Search" box on the top right of the table.
Ability to Merge Customers
On the left hand side of the customer listing, you have a "checkbox", if you encounter customers you wish to merge, tick these boxes and click "Merge".
The following screen will allow you to select a "Master" customer, so make sure all of the customers you select are destined to be merged in to one together.
Repeat the process for other customers as required.
