Customers Form

The Customers Form allows you to search for a registered customer, so as to view or edit his data attributes and location. You can also use the Customers Form to make new customers registration or to manage in advance level the stored information.

The Customers Form consist of four separate items that interact with each other, displaying the corresponding information. These are the Customer Details Form, the Members Information panel, the Customers Search Results Table and the Map Frame, which are described extensively below.

Customer Details form

In the Details form are placed all the appropriate tools and input fields that needed to create,

edit and search your customers. Working on this form you can add new customers,

edit the information of the selected customer and apply search filters for advanced

searching based on criteria.

Description of input fields
	Sets the customer priority from 1 to 10.	[slider bar]	i.e. 5
	The date of the customer's last call	[auto- filled by the system]	i.e. 21/01/16
	Shows the total number of the customers calls until that moment	[auto- filled by the system]	i.e. 1
Company:	The company name that the customer belongs to. Select from the list with the registered companies.	[dropdown list]	i.e. ATE Inc
Category:	Customer category. Select a predefine category from the list.	[dropdown list]	i.e. Hospital
Phone:	Customer's phone number	[number]	i.e. +003069123456
Customer's Name:	Customer's name	[text]	i.e. John Smith
Address:	Street name	[text]	i.e. 1920-2016 Harvard Ave.
Number:	Street number	[number]	i.e. 1920-2016
Primary Address:	Indicates if the specific address is the customers primary address or not	[check box]	i.e. Yes/No
Comments:	general comments concerning customer	[text]	i.e. preferred car type
Call Comments:	comments concerning specific call	[text]	i.e. call on arrival
Period:	Sets the period (number of days) into which the customer cant be served from the same driver. The zero (0) value stores the systems default.	[number]	i.e. 3
	Apply a search filter based on the field's value. Blue--> active Grey--> inactive
	Save the new customer to the system
	Update the customers data after editing
	Search for Customers based on filters or not
	Register a second address to the same customer
	Delete the second address has been stored to the customer
	Merge customers data

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Member Information panel

Is very common for car bases or companies to provide special services to their customers under

membership subscription. To handle member subscriptions you must activate the member

information panel and add the required information according to your membership rules.

Description of input fields
	Activates the Members form for data entry	[check box ]	i.e. On/Off
	Indicates the member's type and status. Member type( Click on the icon to change): Silver / Gold Subscription status: Valid / Expired	[Icon]
	The member's number box	[Number]	i.e. 10
Registration:	The date that the customer is registered as a Member	[Date]	i.e. 21/01/16
From:	Refer to member's subscription period. Give the date that subscription starts.	[Date]	i.e. 18/05/16
To:	Give the day that subscription expires.	[Date]	i.e. 18/06/16

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Customers Search Results Table

The Information table is a search results table that displays the stored data of selected customers.

The table updates it's records after a searching procedure and based on the applied filters.

The table consist of twelve columns that regards to the database fields and many rows,

one for each customer. The first row in the table displays the Field name of each column.

Data Sorting

The table's records are by default sorted based on the "Phone" field values (system default).

If you want to make a shorting based on an other field's data, you have to click once on the

column's name you desire. The sorting is automatically changed and an arrow

appears on the selected field, marking it active.

The direction of arrow indicates whether the sorting is in ascending

or descending order

. By clicking on the selected field header, the sorting can be changed from ascending to descending and vise versa.

Customer Selection from table

You can select a customer's record from the information table by double clicking on it.

After selection, the customer's information are stored on the Details Form and the map

navigates (zoom in) to customers location. You are able to edit the selected customer

information on Details Form and save the changes to the system.

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Map Frame

This frame displays a dynamic geographic map, extending usually over the service area of the car

base that has been defined at the installation process. You can use the map to view the

customers locations (address) or to point out the location of a new customer. The customers locations

are indicated on the map with the red pointers. To show or hide the pointers on the map chick on

the "show points on the map" icon

, on the upper left side of the frame.

The map frame supports four different map providers (Google, Yahoo, Bing, Open Street)

allowing you to select the one you prefer for data viewing. You can select the map provider

or switch between the available, clicking on the "map type" icon

on the upper left side

of the frame. Each provider has available three different map types to select, Road map,

Satellite map and Hybrid map.

You can interact with the map and navigate to different map areas using your mouse with

the following actions.

Zoom In /Out		Roll mouse wheel back and forth
Pan		Hold down left-click and drag
Add point		Right-Click on a specific location on the map
Return pointer address		Push down mouse wheel

To print a specific map view, click on the "print" icon

on the upper left side of the frame.

To show or hide the

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The contents of Customers Form

Registering new Customers

Adding a second address to customer

Merge Customers

Searching Customers data