Contact Organization Preferences

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

Exploring

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

  • Organization Search

    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.

Organizations are used to group or categorize your accounts, customers, and suppliers.

You can assign a structure (or hierarchy) to the organizations in your lists to provide an understanding of the company, groups, divisions, etc. This does not affect any financial processes within SYSPRO.

You can create and maintain organization lists using the Organization Lists program.

Solving

The advantages are as follows:

  • The structure of organizations is easier to view.

  • You can group according to fields (such as the salesperson or branch) by dragging the column name to the first position in the listview.

  • You can use the Filter (Find) option to display the required data.

The disadvantages are as follows:

  • If you have a large number of organizations in the list, the tree view takes time to load.

  • You can't easily sort a tree view.

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

Organization view

This lets you indicate the order in which organizations must be displayed in the Organization Search Results pane of the Organization Search program.

The program uses the nodes and sequences the organizations according to your selection.

These options only apply when you are viewing All Organizations. You can define your own hierarchies when using organization lists, which are defined in the Conditional Organization List Maint program.

First organization type

This lets you select the type of organization you want to display in the first node of the tree.

Second organization type

This lets you select the type of organization you want to display in the second node of the tree.

Third organization type

This lets you select the type of organization you want to display in the last node of the tree.

Show organization list as a tree view

This lets you display all organizations in a tree view structure.

Use Master/Sub account structure

This lets you display customer sub accounts under their master account in the tree view.

Expand all rows by default

This lets you view all entries in the tree view by default and only applies when you are viewing All Organizations.

Show icon against 'on hold' organization

This indicates the organizations that are currently on hold by displaying the organization name and code in red, and a warning icon against the organization name.

Initially selected organization

This lets you indicate the organization which must initially be selected when you first access the Organization Search program.

This is the default setting.

This displays details of your current company.

This automatically pre-selects you (i.e. your operator code), allowing you to quickly view your tasks, appointments, meetings and other activities.

This displays accounts in alphabetical order.

This displays customers in alphabetical order.

This displays suppliers in alphabetical order.

This sets focus on a specific account which you can specify on the Account field.

This sets focus on a specific customer which you can specify on the Customer field.

This sets focus on a specific supplier which you can specify on the Supplier field.

Fields to search on

 

Organization name

Select this to search within the organization names using the search criteria entered at the Search string field.

Email

Select this to search within the organization email addresses using the search criteria entered at the Search string field.

Telephone number

Select this to search within the organization telephone numbers using the search criteria entered at the Search string field.
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 Organization Search 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.