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master:customer_filter

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master:customer_filter [2018/03/28 22:56] – created Scott Cunliffemaster:customer_filter [2025/01/21 22:07] (current) – external edit 127.0.0.1
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 ====== Customer Filter ====== ====== Customer Filter ======
  
-The Customer Filter allows you to filter the customer tree to selectively display only customer ID's that match the filter criteria.+The Customer Filter allows you to [[general:pattern_matching|filter]] the [[master:customer_tree|Customer Tree]] to selectively display only [[object:customer|Customer-ID's]] that match the [[general:pattern_matching|filter criteria]].
  
 ===== Customer Filter String ===== ===== Customer Filter String =====
  
-To filter customer tree insert filter string in the **Customer Filter** box.+To filter [[master:customer_tree|Customer Tree]] insert a [[:general:pattern_matching|filter string]] in the ''Customer Filter'' field.
  
-Click on the Customer Tree and press F5 to update display.+Click on the [[master:customer_tree|Customer Tree]] and press F5 on your keyboard to update display.
  
-If no customers are displayed this means that there are no customer ID's that match the filter string.+If no [[object:customer|Customers]] are displayed this means that there are no [[object:customer|Customer-ID's]] that match the [[:general:pattern_matching|filter string]].
  
-Customers can also be searched by customer description rather than Customer ID by using the **Find Customer** function.+To return to a full [[master:customer_tree|Customer Tree]] display, delete the filter string in the ''Customer Filter'' field, click on the [[master:customer_tree|Customer Tree]] and press F5 on your keyboard.  
 + 
 +Customers can also be searched by Customer Description rather than [[object:customer|Customer-ID]] by using the **[[master:find_customer|Find Customer]]** function.
  
  
master/customer_filter.1522277782.txt.gz · Last modified: 2025/01/21 22:07 (external edit)