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master:customer_filter [2025/01/21 22:07] – external edit 127.0.0.1 | master:customer_filter [2025/10/02 02:18] (current) – [See Also] Scott Cunliffe |
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===== Customer Filter String ===== | ===== Customer Filter String ===== |
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| {{master:customer_filter.png}} |
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To filter [[master:customer_tree|Customer Tree]] insert a [[:general:pattern_matching|filter string]] in the ''Customer Filter'' field. | To filter [[master:customer_tree|Customer Tree]] insert a [[:general:pattern_matching|filter string]] in the ''Customer Filter'' field. |
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| {{master:customer_filter_uk.png}} |
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Click on the [[master:customer_tree|Customer Tree]] and press F5 on your keyboard to update display. | Click on the [[master:customer_tree|Customer Tree]] and press F5 on your keyboard to update display. |
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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]]. | 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]]. |
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| {{master:customer_filter_uk02.png}} |
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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. | 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. |
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| {{master:customer_filter_reset.png}} |
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Customers can also be searched by Customer Description rather than [[object:customer|Customer-ID]] by using the **[[master:find_customer|Find Customer]]** function. | Customers can also be searched by Customer Description rather than [[object:customer|Customer-ID]] by using the **[[master:find_customer|Find Customer]]** function. |
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| ===== See Also ===== |
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| * **[[master:find_customer|Find Customer]]** |
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| {{tag> filter search}} |