Difference between revisions of "List Customers"
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'''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 /> | ||
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'''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 /> | ||
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'''Account Status'''<br /> | '''Account Status'''<br /> | ||
Here you can limit the search results to customers with a specific account status. Active or prospect from the drop-down menu bar. <br /> | Here you can limit the search results to customers with a specific account status. Active or prospect from the drop-down menu bar. <br /> | ||
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'''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 /> | ||
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'''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 /> | ||
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'''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 /> | ||
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'''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 /> | ||
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'''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 /> | ||
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'''Search Phone Number'''<br /> | '''Search Phone Number'''<br /> | ||
You can search for a full or part Phone Number here. e.g. "01823" will bring up all customers with the area code 01823.<br /> | You can search for a full or part Phone Number here. e.g. "01823" will bring up all customers with the area code 01823.<br /> | ||
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'''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 /> | ||
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'''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 /> | ||
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=== '''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. | ||
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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". | ||
| − | 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 | + | 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 into one together. |
Repeat the process for other customers as required. | Repeat the process for other customers as required. | ||
Latest revision as of 12:18, 4 November 2021
Contents
In This section
This section allows you to list customers using various filters within spitfire.
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. Active or prospect from the drop-down menu bar.
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 Number
You can search for 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 into one together.
Repeat the process for other customers as required.
