Accessed via the Contract Upload menu option, selection of the Customer Tab and selection of the ellipsis button [...] immediately to the right of the Address Group field.
Selection of this form enables a search of the appropriate address group to be associated with the currently selected company. The currently selected company may or may not have an associated address group and this form enables a new address group to be selected or an existing address group to be amended.
The form is divided into a number of discrete areas which are as follows:
There are three mutually exclusive option buttons which enable the search to be carried out in the following three separate ways:
- Address Group
The customer's main name and address details are held within the Marketing module. This record is then accessed as often as necessary by an address group record which contains a number of associated sub-records each relating to specific operational areas or modules.
With the cursor located in the search field. Key part or all of the required address group code (e.g. 1BRAK001) and select the Search command button. Address groups matching the entered criteria are displayed and, having selected the required code by highlighting with the mouse, the OKcommand button is used to confirm this selection and return to the Contract Upload Customer Tab.
- 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 address group 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 ALPHAin 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 marketing companies are concerned:
- Company name
- Address lines 1-5
- Post code
- (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.
The following command buttons are available:
- Help
Provides online access to context sensitive help form.
- 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.
- Create
If, on entering text to locate an address group, no records are found which match the input selection criteria, then the input text is highlighted and the Create command button becomes available for selection. On selection a blank address group form is presented prompting input of the appropriate details, via the Post Office Address Lookup File, which are then saved back to the Fleet module.
Once the shortname or wordsearchc 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.
A list of matching address group names are displayed (if more than one records meets the selection criteria). The appropriate address group is selected with a criteria of the mouse and this information is returned to the Customer Tab.
To search again, the Reset command button may be used to initialise the display and re-enter the selection criteria.
Displays the following fields for each record that meets the selection criteria entered within the Address Group search field:
The full address group code (e.g. 1BRAK001)
The full address group name e.g. Brake Bros Food Service Limited.
The full address for the company associated with the selected address group.
The full address for the company associated with the selected address group.