In the Add/Edit Customers window, you can customize the selection mode for the Customer and Family grids. Both Locate and Search selection modes are available.
Click on Locate Mode and Search Mode below to explore the differences between the modes.
In Locate mode, your customer and family records automatically display in the grid in the Add/Edit Customers window. When you select a record, you can edit, delete, or print the record. By default, customer records display in alphabetical order unless you select Group on Family, and you can scroll through the records until you find the desired customer or family.
Here's how the Add/Edit Customers window looks in Locate mode:
In Search mode, customer and family records do not automatically display in the Add/Edit Customers window. Instead, the Enter Last, First: dialog box displays, allowing you to enter the customer or family's last name. When you enter a last name, only records with that last name display in the grid. This is helpful if you know the last name of the customer or family you're looking for in Add/Edit Customer.
Here's how the Add/Edit Customers window looks in Search mode:
- Under Manage Records, click the Records tab.
- In the drop-down list, select Add/Edit Customers. Click Go .
- In the Customer or Family grid, right-click and select Customize.
- On the Options tab, select Locate to view the grid in Locate mode or Search to view the grid in Search mode. To search for customers based on grade level, flag status, or record type, your grid must be in Search mode.
- Click OK.