HansaManuals Home   >> Standard ERP   >> CRM   >> Customer Letter Register  

Previous   Next               Entire Chapter in Printable Form               Search  

This text refers to program version 8.4  

Operations Menu - Customer Letters - Search

This page describes the 'Search' function on the Operations menu in the 'Customer Letters: Browse' window. If you are using iOS or Android, the 'Search' function is on the Tools menu (with 'wrench' icon).

---

You can use the 'Search' function to search for Customer Letters containing a certain word or phrase. You can open Customer Letter records from the search results, so this function supplements the ability to search for Customer Letters in the 'Customer Letters: Browse' window. To use the 'Search' function, open the 'Customer Letters: Browse' window and select 'Search' from the Operations menu (Windows/Mac OS X) or Tools menu (iOS/Android). The following window opens:

Period

Paste Special    Reporting Periods setting, System module

The search will be carried out in Customer Letters whose Dates fall in the period that you specify here.

Text search

Enter here the text string that you are looking for. You must make an entry in this field, otherwise no search will be carried out. The search will only be carried out in the non-HTML text field in Customer Letters.

Press [Run] to activate the search. A report will be printed to screen, listing the Customer Letters found. In the report, click (Windows/Mac OS X) or tap (iOS/Android) on a Customer Number to open the Customer Letter record.

---

The Customer Letter register in Standard ERP:

• Introduction
  

• Entering a Customer Letter
  

• HTML Formatting
  

• Inspecting Customer Letters and Marking them as OK
  

• Printing Customer Letters
  

• Operations menu, including:
  
  • Search
    

  • Letter List
    

  • Send email
  
  
• Create menu

Go back to:

• Home page for CRM module manual
  

• Home page for Standard ERP manual

Previous   Next   Top            Entire Chapter in Printable Form