Customer Homepage
This is the main customer homepage. The word "customer" is a corp-wide setting which means you are able to set that value to match your business. It could be customers, clients, patients, students, members, etc. Inside of Adilas, a customer is who you sell your products or services to. They are your revenue source.

This homepage is the starting point for general customer searches. Both forms go to the same results page. The top is a more simple form and the bottom is a more detailed or advanced search form. If you want even more options, look for the link that says "advanced customer search" (where the word customer is what you call it for your business). That page has tons of search options including a build your own report section.

Being able to add/edit customers is tied directly to the main sales processes in the system. Please be respectful of personal information entered in this area. These pages are provided to help search, add/edit customers, track history, log entries, and assign customers to shopping carts, invoices, and sales. Use the link at the top of the page to start a new shopping cart (sales invoice builder).

For the top form, customer simple search, enter a customer name in the field provided. The field is flexible and allows you to type and search for matching characters. For instance, say you wanted to get the last name of "Smith". You could enter "s", "sm", "smith" (whatever is needed to filter the records correctly). The controls below the filter field are to help the application know where to search for the customer name filter provided. There must be something (characters) in the filter field for the customer type fields to work (business, last name, and first name). The "any name" field will search all three name options at once.

The bottom search, customer detail search, is designed to be loose and get customers that match your search criteria. If you need to tighten up the search, add more search criteria and maybe use the exact switches.

1. Customer Type - Choose a type from the list provided. This is like a customer category and may be added to if you have admin permissions. See the link at the top of the page for options.

2. Business Name - This is the business name. Use the exact or like buttons to help the system know if it needs to be more flexible or not. This is true will all fields that have the values exact or like.

3. First Name - This is the contact's first name.

4. Last Name - This is the contact's last name.

5. Zip - The zip code will be required for adding new contacts. This also helps to filter result data. There is not an exact or like field with this data filter. If you don't know the zip code, leave it blank.

6. Customer Status - Choose an option from the list provided. This deals with the customer status.

7. Sort By - Choose a sort type from the list provided.

The idea is to provide the info you know and the application will filter out the results. Not every field is required. For instance, say I only know the person's first name and his/her zip. Enter those fields and do a search. You can always go back and tighten up the search and do it again if needed.