The Customers screen displays all of the Customers stored in the Idealpos Database.
There are various methods that can be used to search for customers and/or filter the Customer records which are displayed:
Located at the top-left corner of the Customer Screen is the Customer Search function.
The Customer screen will dynamically search for Customers as you are typing the search values.
For example, if Code Search is selected, you can start typing the Customer Code you are searching for, and the screen will refine the search as you type.
See below: The Customers shown by entering the number 11 into the Code Search field.
Any Customer starting with the 11 will be displayed:
A WildCard search works by entering a * at the start of the search value.
This will change the search results to show any Customer containing the search value rather than any Customer starting with the search value.
It is possible to set Idealpos to always use the WildCard search method when searching by Customer.
To enable this option, go to: Setup > Yes/No Options > Miscellaneous and tick 'WildCard Description searching by default'.
Customer Search - Changing the Search Type
Customers can be searched by Code, Name/Company, Scan Code, Address 1, Phone/Mobile and Other Codes.
To change the Search Type, click on the Search text above the search field to select from a drop-down list:
This feature enables the ability to quickly find a Customer by filtering each Customer detail that is known about the Customer.
Now it is easy to find and edit a Customer anywhere in the list.
Underneath each column heading is an entry field.
Start entering the search term into the required field.
As the search term is entered into the field, Idealpos will start narrowing down the results displayed in the Customer grid.
Any column that contains a search term will be highlighted as yellow.
Tip!
It is possible to enter search criteria on terminals which have access to the Customers screen but don't have a physical keyboard attached.
Simply double-click or double-tap into any search field at the top of the Customers grid to display an on-screen keyboard.
Enter the required search using the on-screen keyboard, then press the "Enter" button to populate the entered value into the field which was double-clicked.
From Idealpos v8 Build 11 and newer, the Customers screen will limit the number of records displayed to the Top 50 records (by default).
The desired number of Top N records can be chosen by selecting the dropdown arrow on the top-left corner of the Customers screen and selecting from the following options:
The Top N records option that is selected is a per-terminal setting and will be retained until another Top N records is selected.
This means that if one user changes the Top N records setting on a terminal, it will apply to all users that use the terminal.
By selecting a smaller number of top customers to display, the amount of time it takes to open the Customers screen in venues that contain an excess number of customer records will be greatly reduced.
When the Top N records function is actively limiting the number of records that are displayed, a note will appear and will specify the number of records currently being shown (e.g. Top 50 records, Top 1000 records).
If all records are being displayed, the 'Top' text will be omitted and the total number of records will be listed, as shown below:
