Custom Form Data Entry

Select this to use the Custom Form Data Entry program to enter custom form data against the customer.

Your access to contact management information will depend on the level of security access assigned to your operator code (Operator Maintenance).

If you selected the Preference: Show icon against 'on hold' Organization name (Contact Query Preferences), then the organization name and code are highlighted in red and a warning icon is displayed against the organization name if the organization is on hold.

You use the Preferences option from the Options menu to customize the search criteria you require when using the search facility (see Contact Query Preferences). The preferences improve the search capabilities and enable you to refine your search.

Your selection at the preference: Initially selected organization (Contact Query Preferences) determines the organization which is selected when you initially access the Contact Management Query program.

You use the Contact Query Preferences program to define the order in which you want to display the organizations in the Organization List pane. In addition, you can indicate whether the information must be displayed in a treeview, a 'flat' listview or a page at a time.

The organizations are displayed in the listview in sequence according to the First, Second and Thirdorganization types indicated (Contact Query Preferences).

For example, if you defined the First organization type as Account, the Second organization type as Customer and the Third organization typeas Supplier, then selecting the First Organization icon on the toolbar retrieves your Accounts in Account name sequence. When subsequently paging through the organizations all your Customers and lastly all your Suppliers will be displayed.

Irrespective of your selection at the preference: Organization type - Start At, you can prefix the start string with A: to navigate to an Account or C: to navigate to a Customer or S: to navigate to a Supplier. The prefix character (A, C or S) can be entered in upper or lower case. For example, entering S:Bicycle (or s:Bicycle) indicates that you want to navigate to Suppliers whose name is greater than or equal to the name 'Bicycle'.

The Start option is specifically intended to be used when you are displaying organizations a page at a time (Contact Query Preferences) and more than one page of items exist. You can then read a page that includes the item selected.

Note that SYSPRO's databases for Customers, Suppliers and Accounts have case sensitive indexes. This means that 'Bicycle' and 'BICYCLE' are alphabetically different. Therefore, when using the Start function you should be aware that the string is case sensitive - uppercase appearing before lowercase.

When viewing organizations by page, it is not recommended that you sort the Organization List listview on any listview column. The reason is that it may look confusing when you retrieve a page of organizations or use the Start function, because the retrieve is performed using the case sensitive name sequence whereas the listview displays the values in a different sequence.

You cannot edit activities if the activity CMS Change activities is denied against your operator code (Operator Maintenance).

You cannot delete activities if the activity CMS Delete activities is denied against your operator code (Operator Maintenance).

a search string that contains no wildcard characters ('*' or '?') is taken to mean that the string must be contained somewhere within the field.

For example 'bike' means that any field that contains the 4 consecutive characters 'bike' is matched. This is equivalent to '*bike*'

if a search string contains any wildcard characters ('*' or '?') then the string is used 'as is'. Therefore you can specify the following:

For example 'bike*' matches any string that starts with 'bike'

When using the Activity Search on a SQL Server based system, the items are displayed in reverse date sequence. If you selected to return the search results before the search has completed (e.g. every 50 rows), then the first item read is displayed at the top of the listview (assuming you did not change the default listview sequence).

On an ISAM based system, there is currently no index on activity date. The items are read in a random sequence (using the Contact Id) and the listview sorts the results by reverse date. This means that the first item selected when the search results are displayed may not be the first item in the listview. The search results are however correct.

Additional columns can be added to the listview by typically using your right mouse button in the heading of the listview and selecting the Field Chooser option.

If you add the Mobile/Cell field to the Supplier Organization listview, then when you click on an existing Mobile/Cell number, the Post Activity program is loaded with the Contact and Mobile/Cell number pre-populated in the Subject field.

The User field 1 - 3 captions default to User field 1, User field 2 and User field 3, but these may be changed to your own descriptions using Contact Management.