User Tools

Site Tools


holray:maintain_customer_data

This is an old revision of the document!


Maintain Customers

This page list all the Customers on your system. From here you can create, edit, merge or delete customers. For general notes on how the pages in Holray work take a look here.

Searching for Customers

The default view is a list of Customers, as below, with the latest entry at the top.

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”.

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:-

Clicking a row in the table will open that record for editing, in our case we click the top row ID 180:

holray/maintain_customer_data.1649684572.txt.gz · Last modified: 2022/04/11 13:42 by holray