User Defined Preferences - Customer Tab
General Information
This screen enables each M.O.M. user in your company to
establish "time saving" preferences for customer search. These
preferences can be changed as often as required by each user. All
entries on the screen are optional.
How to Use the Screen
-
Select a DEFAULT FOR CUSTOMER LOOKUP SEARCH to control what
types of names/addresses are included in the list of matches for
lookup.
-
Select a DEFAULT FOR CUSTOMER LOOKUP THIRD COLUMN to preset what
information is displayed in the third column of the list of matches
for lookup.
-
Select a DEFAULT TAB IN CUSTOMER to control which one of the
eight (8) tabs is shown when a customer is displayed on the
Customer
Information screen.
-
Select the checkbox RETAIN LAST CUSTOMER LOOKUP CRITERIA to
control if the Customer Lookup screen will retain the last list of
customers created.
This list will be retained after
viewing a customer's record or creating a new order for the
customer and then closing out of it.
Use the CHANGE PASSWORD button, if enabled, to change the
password for the current user account.
See
Also
User
Defined Preferences - Contact Tab
User Defined Preferences - General Tab
User Defined Preferences - Order Tab
User Defined Preferences - POP Tab
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