This form enables a CRM Company record to be located and retrieved via a number of alternative search methods.
To access the customer search form:
From the Master Menu, select the Fleet Kompact option and Company required.
The Kompact Menu is displayed.
Select the Miscellaneous Options option.
The Miscellaneous Options form is displayed.
Select the Customer Details option.
The Customer Details form is displayed.
Select the 
icon.
This form is divided into a number of discrete areas which are as follows:
Details for Search
There are three mutually exclusive option buttons which enable the search to be carried out in the following three separate ways:
Customer: Performs a search on the first few characters of the Company Record code.
Word Search: Selection of this option button gives access to a field that permits searches on up to three separate words (a minimum of three and maximum of eight characters long) which can be entered to identify the company or Customer concerned. Words are only searched on stem basis, and not on a contains basis i.e. if looking for a company or companies called Alpha Cars with an address in London, the operator can enter ALPHA in the first word and LOND in the second word, and expect the system to retrieve any matching records.
What cannot be entered are PHA and DON, as these are not the stems of the words ALPHA and LONDON. Words can be entered in any order, and the search is not case sensitive, so to find Alpha Cars in London, it is acceptable to enter LON followed by ALP. The following data is present in the word search index so far as CRM companies are concerned:
Company name, Address lines 1-5, Post code and the (up to) four phone numbers (Home,Work, Mobile and Fax).
Short Name: Selection of this option button enables a quick search to be carried out on the on the first few characters of the shortname, initials, telephone number or postcode. Having selected the option button the appropriate four fields become available for entering the quick search criteria. The question marks denote "wild card" characters.
Command Buttons and Checkboxes
Customer: A checkbox which, if ticked, denotes that the search only encompasses those records that have the Customer Type field populated as Customer and as such only displays customer records.
Supplier: A checkbox which, if ticked, denotes that the search only encompasses those records that have the Customer Type field populated as Supplier and as such only displays customer records.
Note: Both checkboxes should be ticked to perform a search against both customers and suppliers.
Help: Displays online context-sensitive help using the default browser.
Search: Confirms input of the above Details for Search criteria and proceeds with the search to locate the required customer displaying the results in the Search Display Window.
Reset: Initialises and clears the display of any search criteria entered so far.
Search Display Window
Once the shortname or wordsearch criteria have been entered and the Search command button clicked, the system displays a list of matching records meeting the selection criteria within the Search Display Window. The following fields are displayed:
Group: The Company Record code.
Name: The full name of the CRM company.
Address: The full address of the CRM company.
Phone No.: The telephone number of the CRM company.
Company: The CRM Company record number.
T: Denotes the Customer type e.g. C for Customer or S for Supplier.
Tip: To search again, select the Reset command button to initialise the display and re-enter the selection criteria.