Knowledgebase
Finding People
Posted by Diane Jessup on 29 September 2009 01:37 PM
Finding People:

SuccessWare contains many fields that allow you to find or specify clients and prospects by their names quickly and easily. You can use these fields on Modify windows, Clients, Prospect, Orders, Sessions, Vendors, etc. These fields have a little magnifying glass icon on them.

In the find fields, located at the top of most of the windows, enter the first few letters of the person's last name into a find field and press tab. Doing so locates all values whose last name begins with the entered letters. If more than one person matches, you will be asked to select the correct one from a list.

To avoid matching other people, enter the first few letters of the person's last name followed by a comma and the first few letters of their first name, then press tab. Doing so locates all clients or prospects whose last and first names begin with the entered letters. If more than one person matches, you will be asked to select the correct one from a list. For example, to find a person named Danny Jones, you could enter "j,d."

To easily change the contents of a "Find" field, click the field name, click on the magnifying glass icon, or press the F5 function key. Doing so will highlight the entire field allowing you to type over the existing entry. Note that the field is not highlighted by clicking on the magnifying glass icon, if the cursor was already within the field.


To see additional Tips click the link below:

http://successware.helpserve.com/index.php?_m=knowledgebase&_a=view&parentcategoryid=20&pcid=0&nav=0

Please call 800-593-3767 email support@successware.net if you need any assistance.

If you need help learning the software we have many FREE online classes available.

Click here to sign up http://www.successwareclients.net/4DCGI/jumpstartsignup/

The password to sign up for classes is: backupdaily
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