Too many clicks involved when selecting a customer. More than Transactor 6.
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in theory, with the right options set, you should have no more clicks than v6 to select a customer onto the main form. In some circumstances v7 should be even quicker.
Please see if any of the options below help, if not please specify which method you are using and what problems you are having.
method A.
Select customer by CustID ( to select Smith, John, BDS custid 455 )
1. In the Customer box, type 455 and press ENTER
Time to select: 2 secs approx.method B.
Select customer by partial name eg. SMI ( to select Smith, John, BDS custid 455 )
1. In the Customer box, type SMI and press ENTER
2. In the List, double click the row Smith, John, BDS.
Time to select: customer onto MainForm. 4 secs approx.
Assumes the default Search set to 'name begins with'. See notes at bottom.method C.
Select customer by picking from the whole list.
1. In the Customer box, press ENTER
2. In the presented list of customer, double click the required customer.
(or click to highlight the row, then click SELECT).
Time to select: 5 secs approx.
NOTES
How to set the default Search method in the Customer Select window.
1. From the menu, choose Customer / Select or Add New
2. Click the Cog icon on the top right (Preferences)
3. Choose Initial Search
4. Tick 'do search when dialog opens'
5. Click OK