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Users have a variety of methods to search for existing customer records to see if a record exists and review customer information. In addition, when a record is selected the search results will conveniently be displayed to allow the user to quickly switch between multiple records. By default, the customer module will display customer records that have recently been viewed.
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Step-by-Step Guide
The classes module is a valuable resource to mobile users as it means they can find information on the fly about classes in their center. When users are asked questions about specific classes in their center they can quickly search for the class and provide immediate and accurate details for the customer. There are several methods to search classes to see what is available in a center and review the details.
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Step-by-Step Guide
By default, the classes module will display the classes that the user has recently viewed and show upcoming activities. There are two ways to search customer records; Quick Search, and Advanced Search.
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Quick Search
The quick search is used by typing text in the search box and hit
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enter. The search checks the entered text against applicable fields on ALL
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classes and will
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any possible matches occurring in the next 30 days.
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When the search is executed it will list all classes that match on the entered text
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.
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the list of search results will be a list of recently viewed classes. |
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Advanced Search
Perform more in-depth searches by expanding the advanced search dialog.
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The advanced search allows users to specify values for 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 text used will be displayed. Users can manually modify these or open the advanced search to adjust the parameters. |
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