Enhanced Customer Search

This customer lookup window provides the option to search for and select from the existing customer records already stored in your company's customer file, by entering the first few characters of any of the customer's names.

This search method attempts to find a match for a customer name or partial name in the existing records in the Customer Information.
It applies at document entry when a blank Customer Number is entered in Add mode, where it causes a window to open prompting the operator for a customer name for the search.
It also provides the option to search for and match all words in the name entered, or to match any single word in the name entered.

The search conditions include:

• only searches for names greater than 2 characters
• the search is limited to the first four words of over 2 characters in the name that the operator enters
• the search only checks the starting characters of each word in the name, and does not check for characters embedded in the name
  e.g. MIC will find MICHAEL SMITH, and JOAN MICHELLE REGTS, but will not find JOE MCMICHAEL or GEORGE COMMIC

This search option is only available in documents that are most often utilized by repeat business, including Contracts, Counter Worksheet, Sales Orders, Rental and Sales Quotes, Miscellaneous Invoices, Point Of Sale Invoices, Estimates and Work Orders.
Note: If the driver's license scan feature is also activated, this window is displayed after the license scan window when no match is selected.

The prompts are:

CUSTOMER NAME

Enter the first few characters of the customer name or names, to use in the search.
Multiple names or partial names can be entered.

MATCH ALL WORDS

Uncheck this box to include all customers who have any names or who have a name that starts with any of the partial names entered in the Customer Name field.

Check this box to narrow the search to find only customers who match all of the names or partial names entered in the Customer Name field.

Resulting Selection List:
The matching customer records are listed with the numbers, names, phone numbers, On Account status, and Address.

The customer list can be resorted by any column in ascending or descending order, by clicking on the column heading.
Columns can also be dragged and dropped to reposition them as required.

To select a customer, double click on the customer record, or highlight the record and click the SELECT button.

Note: If the Scan Driver's License processing has also been activate in the Divisional Contract Parameters, the enhanced customer search is provided after the scan, if no customer was selected or added.
For detailed information on the scan feature refer to Driver's License Scanners.

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Topic Keyword: ARCFSEL2