The Select Customer Dialog |
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This dialog appears when entering new reservations, after entering something in the Last Name field and pressing Tab or Enter. (One letter is enough, but the more letters you enter the more direct match you will get). This dialog will show any customers that match the last name entered so far, and the first one will be highlighted. Pressing Enter will immediately use this customer, or you can use the arrow keys or the mouse to select a different customer to use.
Note: Customers with warning flags will be shown with a red background -- but if it's the currently selected customer, it will be in blue due to the selection highlight. Therefore it will also show "[***WARNING***]" after the last name and also before the notes to make it harder to miss.
If no customers matched the initial search, a message will be shown instead of a list. From there you can press Enter (or click Add New) to open the Add New Customer dialog and enter the information, or just Cancel to go back to the New Reservation dialog and enter the information there.
Other options on the Select Customer dialog allow you to view (and edit) Customer Details for the currently selected customer, do a more advanced Find Customer (Find More), or add a new customer.
This dialog may be disabled if you prefer -- see Maintenance / Program Options / Functions.