Regular customers directory

Regular customers directory
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Regular customers directory

Abstract

TfmClients

Regular customer window

Access panel in the Regular customer window
Client accounts panel in the Regular customer window
Points panel in the Regular customer window
IDs panel in the Regular customer window
Personal profile panel in the Regular customer window
Photograph panel in the Regular customer window
Company panel in the Regular customer window

Regular customer group window

The Access panel of the Regular customer group window

Select regular customer window

The Regular customers directory is used to manage regular customer details.

For ease of use, the directory contents are divided into groups.

Location of the view window: Transactions - Directories - Regular customers.

The directory window contains a tree list of regular customer groups and regular customers themselves. Only groups of regular customers can be root elements of the list. However, both groups of regular customers and regular customers can be child elements of the list.

The Regular customers directory displays only regular customer attributes and names of regular customer groups. You can view the attributes of regular customer groups in the Regular customer groups directory.

Figure 7.13. Regular customers directory

Data grid columns:

Name is the name of a regular customer or a regular customer group.
Description is a brief description of a regular customer.
Promotion category is a promotion category assigned to the regular customer.
ID is an ID used by the regular customer.
Personal profile is the link to the personal profile of the regular customer.
Company is the company represented by the regular customer.
Language pack is the pack of languages that can be used when serving the regular customer.
Note
Language packs used when serving a regular customer can be specified directly in the Regular customers directory or obtained from the Personal profiles directory.
Suspended is an attribute showing that special service conditions have been temporarily suspended for the regular customer.
Security level is the security level assigned to the regular customer
System is a tag identifying system objects.

The context menu of the directory contains the following commands:

Add (Ins) – adds new regular customer details.
Add group (Alt+Ins) – adds a new group of regular customers.
Edit (F2) – edits attributes of regular customers or regular customer groups.
Delete (Del) – removes regular customers or groups of regular customers from the directory to the Recycle bin.
Account operations – opens a window displaying the list of account operations for selected clients.
Points operations – opens a window displaying the list of points operations for selected regular clients.
Account balances – opens a window displaying the account balances for selected regular customers.
Point balances – opens a window displaying the number of points added to the accounts of selected regular customers.
Guest tabs – opens a window displaying guest tabs created for selected regular customers.
Export – menu with the commands to export files into an external file or update package.
Clipboard – menu with the commands to operate the clipboard.
Print (Ctrl+P) – generates print layouts.
Summary functions – menu with the commands to manage the summary functions of the data grid.
Additional functions – menu with the commands to operate the data grid.

To add new regular customer details, please use the New regular customer and New regular customers entry windows. To edit attributes of the directory elements, use the Regular customer and Regular customers windows.

To manage groups of regular customers, please use the New regular customer group and New regular customer groups entry windows, Regular customer group and Regular customer groups editor windows.

When deleting regular customers from the directory, a confirm delete prompt is used.

To select regular customers from windows of other directories, use the Select regular customer window. To select a group of regular customers, use the Select regular customer group window.