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Users have The sales module offers users a variety of methods to search for…
Step-by-Step Guide
By default, when the customer module loads it will display customer records that the user has recently viewed. The kiosk will also show a list of customers that have recently entered the facility. The intent with both of these lists is to allow users to select a customer and quickly access the record.
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If a new search is needed there are two ways to search customer records; Quick Search and Advanced Search.
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Quick Search
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for items and narrow the list of results. The search will narrow the list of items in the selected sales category.
The two methods to filter results are by using either the search box or filter buttons.
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Search Box
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The search box is used by simply typing text in the search box and
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hitting the “enter” button or clicking "Search" (magnify glass). It checks the entered text against
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ALL sale item names and descriptions and will return any possible matches
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When the entered text matches more than one field users will see multiple results.
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After listing exact matches there will be other relevant results that may help users find what they need. |
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Advanced Search
Perform more exact searches by expanding the advanced search dialog.
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The advanced search allows users to enter values for specific fields.
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Click search and the customer record fields matching will be listed.
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When users perform an advanced search the query used will be displayed. Users can manually modify these or open the advanced search to adjust the parameters. |
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The search box will only filter down results within the selected sales category (memberships, activities, concessions, etc). |
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Filter Buttons
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Click one of the filter buttons to turn it on and limit the results. The filters listed below the search box will vary based on the sales category that is selected. When the filter is engaged the color of the button will change.
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The membership and day pass sales screens also have a category filter.
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When the category filter is selected users will choose from a list of membership categories to choose from. Once a category is selected it will combine with the other filters or search.
