You can use the
Customers Detail Form to search for specific customers, applying the corresponding filters on the form's fields. The search results are displayed on the
Search results table when the search procedure is completed.
Search without criteria
If you want to display the information of all the stored Customers, you have to prepare a simple selection without adding any field's filter as described below.
1. Go to the Customers detail Form and set all the "filter" icons
in inactive mode . This action will remove all the applied filters.
2. Click on the "search" icon
placed on the bottom of the panel. The system returns the data of all the existing customers on the Search Results table.
Search based on criteria
You can prepare a advance searching with one or more criteria, adding filters to customers characteristics (form's fields). For a search based on criteria follow the steps below.
1. Go to the Customers detail Form and type on a data input field the value based on which you want to filter the searching. For example, type/choose "hotel" on the Category field to search for the customers stored in this category.
2. Click on the inactive (grey) "filter" icon
placed next to the selected field(s), to make it active (Blue colored
). You can add more than one criteria activating the corresponding field's filters.
3. Click on the "search" icon
placed on the bottom of the panel. The system returns the data of the customers that meet your criteria.
Search per field value
To prepare a search based on a particular field value you can type the value on the selected field and click on the "search with specified field" icon
, placed next to the field.
In this case is not necessary to activate the "filter" icon of the selected field.
