|
Customers |
Top << >> |
|
The customers data base is used to relate a clip with the customer that requested it. This relationship is used to produce reports for billing purposes.
It is possible to create, retrieve, update and delete a customer.
Note: If a clip is associated to the selected customer the deletion is not possible. You have to remove all relationships first.
The following functions are provided to help you select and search the records:
Find: Performs a search, looking for the text in the box within the record fields. The search is started after pressing the go button.
Alphabetic buttons All: All records are shown [0-9]: Only the records with the value of the first column starting with a number are shown. [a,b...]: Only the records with the value of the first column starting with the selected letter are shown. Paging: Using the << (previous page) and >> (next page) it is possible to scroll through the pages if they exceed the maximum number of records displayed in single page..
Display filter The options available in the Show combo box change following the privileges grant by the user roles. The Shared option is always visible, the other available options are:
Customer details The detail page for the selected object contains the record fields, the in-context tasks and the scroll buttons. The record list available is shaped by the selections and filters applied to the summary. The active filters are shown below the title, at the right of the
The Corporate name field is required, as well as all fields marked with an * (asterisk).
At the lower bottom of the page, the following buttons are available:
|