Phone Number

The default Search Method on the Customer Search Window is Phone #.

Company Name

The default Search Method on the Customer Search Window is Company Name.

Last Name

The default Search Method on the Customer Search Window is Last Name.

Account Number

The default Search Method on the Customer Search Window is Account Number.

Begins With

The default Search Match on the Customer Search Window is Begins With.  For example, if the Search Method is Last Name and the user enters “KO” in the Search Text box then all Customers with a last name that begins with “KO” are found.

Contains

The default Search Match on the Customer Search Window is Contains.  For example, if the Search Method is Last Name and the user enters “KO” then all Customers with “KO” in any part of  their last name are found.

Exact Only

The default Search Match on the Customer Search Window is Exact Only.  For example, if the Search Method is Last Name and the user enters “KO” then only Customers with a last name of “KO” are found.

Option

Display

Required

Tabbed

Example

Do Not Display

No

N/A

N/A

N/A

Display / No Tab

Yes

No

No

Displays optional fields that rarely have to be entered (i.e., Delivery Instructions and Comments).

Display / Tab

Yes

No

Yes

Displays optional fields that are often entered (i.e., Phone #2).

Required / No Tab

Yes

Yes

No

Displays required fields that rarely have to be entered (i.e., City, State and Zip Code are configured based on the Phone Prefix).

Required /Tab

Yes

Yes

Yes

Displays required fields that are often entered (i.e., Address).

Field

Phone #

Account #

Picture

First Name

Last Name

Address

Address 2

City

State

Zip Code

Zone

Delivery Instructions

Comments

Do Not Deliver

Bad Check

Allow Charge

VIP

Phone #2

Fax #

Birth Date

Charge Limit

E-mail Address

Company Name

Returned Mail

Require Approval

Anniversary Date

Apartment