The Customers Module core functionality is
to provide a record where you can store your customers details. From
contact details to personal information. The module also provides an
overview of job cards associated with the customer. Now
that we have started by receive positive feedback about our product,
we have optimised the user interface for ease of use, speed and
visibility. Our easy-to-identify icons will have you navigating
around this module within seconds.
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User Interface
The customers
details are entered on the left hand side of the form. All
historical job cards associated to this customer are displayed in
the upper right section of the form.
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Menu Bar
The menu bar is
split into 3 sections. Record creation and selection, Record
Navigation, and Record Utilities.
Record creation and selection
Use these to create a new customer record. When trying to locate a
specific customer use the find icon to filter the list or simply use
the list all icon to view all records in a list format. The main
icon takes you back to the main customer screen.
Record Navigation
These icons navigate the records, first record, previous record,
next record and last record.
Record Utilities
The help icon opens the help documentation on the specific topic.
the print icon prints a screen shot, delete deletes the record, undo
undoes the record, save saves the current record and the home icon
takes you back to the main menu.
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Features
The features menu
which is located at the top right hand side of the form gives you
access to the built in features specifically designed for the
customers module. |
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Open Website
Providing you have entered a website address for your customer, this
icon will open the website in your browser.
Send Email
Providing you have entered an email address for your customer, this
icon will open a new email message in your email application.
Print Envelope
After selecting
the print envelope icon, you are presented with the print envelope
dialog box, where you can select the envelope type, select whether
or not to print your company logo onto the envelope. Also the add
option text gives you the opportunity to add additional text to the
bottom of the envelope. |
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Print Address Book
this icon prints a full address book of all your customers.
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Searching For Customers
After selecting
the click icon, you are able to filter your customers to help you
find the correct record quicker. |
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