Contact Query Preferences

This program lets you define your preferences when viewing contacts in the Contact Management System.

Exploring

This program can't be run standalone and is accessed from the following program(s):

  • Contact Query

    From the Preferences function.

    In the Syspro Web UI (Avanti) version, this can be accessed using the Preferences button.

    In the Syspro Desktop version, this can be accessed from the Options menu.

Contacts are the customers, suppliers, and accounts that are connected to the organizations with which you do business.

Solving

Why don't you drop us a line with some useful information we can add here?

* product-authoring@syspro.com

Using

  • Fields on a pane are sometimes removed by default. You can reinstate them using the Field Selector option from the context-sensitive menu (displayed by right-clicking any field in the pane). Select and drag the required fields onto the pane.

    The captions for fields are also sometimes hidden. You can select the Show Captions option from the context-sensitive menu to see a list of them. Click on the relevant caption to reinstate it to the form.

    If the Show Captions option is grayed out, it means no captions are hidden for that form.

  • Press Ctrl+F1 within a listview or form to view a complete list of functions available.

Referencing

This saves the details you entered or changed.

This refreshes the data displayed.

Field Description

Fields to search on

This lets you specify which fields you want to include in searches performed on contacts.

These fields are selected by default and included when performing the search.

Contact name

This includes the contact name in the search using the characters specified in the search string.

Preferred name

This includes the contact's preferred name in the search using the characters specified in the search string.

ID number

This includes the contact's identification number in the search using the characters specified in the search string.

Job title

This includes the contact's job title in the search using the characters specified in the search string.

Work telephone and mobile/cell

This includes the contact's work telephone and mobile or cellphone number in the search using the characters specified in the search string.

Work email

This includes the contact's work email address in the search using the characters specified in the search string.
Field Description

Match case

Select this if you want the search to be case sensitive.

Exact match

Select this if you want the characters to match the search string exactly.

Result format

Return all items found that match the search string. The items are displayed in the listview of the Contact Query program.

Return batches of items found that match the search string. The default number of items to return is 50, but can be specified at the Number of results field.

Number of results

Select the number of results you want to include in a batch.

This is only available if the Result format is defined as Batches.