Differences

This shows you the differences between two versions of the page.

--- holray:maintain_customer_data [2022/04/11 13:46] – holray
+++ holray:maintain_customer_data [2022/04/11 15:45] (current) – holray
@@ Line 4: / Line 4: @@
 For general notes on how the pages in Holray work take a look [[holray:screens|here]].
-===== Searching for Customers =====
+  * [[Customer Search|Searching for Customers]]
-The default view is a list of Customers, as below, with the latest entry at the top.
+  * [[holray:editing_a_customer|Edit a Customer]]
-{{:holray:customer:maintain_customers_1.png|}}
+  * [[holray:delete_a_customer|Delete a customer]]
+  * [[holray:undelete_a_customer|Undelete a Customer]]
-You can search for Customers by using the Search button. A pop-up box will appear, enter your criteria, in this case we are looking for any surname starting with "Test".
+  * [[holray:merge_customers_basic|Merge Customers (De-dupicate)]]
-{{:holray:customer:maintain_customers_-_search.png|}}
+  * [[customer_add_notes|Add notes to a customer]]
+  * [[holray:add_customer_to_list|Add a customer to a list]]
-The "%" is the Holray wildcard. E.g.
-John% would return Johns, Johnson, Johnstone etc.
-%est% would return Tester, Best, West, Weston, etc.
-%est would reurn Best and West but not Tester or Weston
-Clicking Find will return the list below:-
-{{:holray:customer:maintain_customers_-_search_-_results.png|}}
-==== Editing a Customer ====
-Clicking a row in the table will open that record for [[editing a customer|editing]], in our case we click the top row ID 180:
-{{:holray:customer:maintain_customers_-_edit_1.png|}}