Use the Customer List Search window to find customer lists you want to view or edit.
To open the Customer List Search window:
The Customer List Search window is composed of the following:
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The common area contains global commands.
Customer List Search window, Common area element descriptions
Window element |
Usage |
---|---|
Transaction |
Displays the type of transaction being performed when the search was initiated. |
Add Customer List |
Click to open the Manage Customer List window and add a new list. |
Search |
Available only when the Customer List tab is selected. Click to search based on the parameters you entered. |
Reset |
Available only when the Customer List tab is selected. Click to reset the search parameters to their default values. |
Cancel |
Click to close the window without searching. |
Use this tab to enter search parameters. Enter as much information as you have for the list you want to find. The more information you enter, the fewer search results you will have to sort through.
Customer List Search window, Customer List tab element descriptions
Window element |
Usage |
---|---|
List # |
Enter the number of the list you want to find. The search results contain all lists starting with the numbers you enter and matching the other parameters you enter. |
List Name |
Enter the name of the list you want to find. The search results contain all names starting with the parameter you enter and matching the other parameters you enter. |
List Type |
Select the type of the list you want to find, such as Dealer, Mailing, Approved Insurance, and so on. |
County |
Select the county in which you want to search. |
Search Option |
Select one of the following:
|
Use this tab to view search results. Double-click a customer list to open the Manage Customer List window and view or edit list details.
Customer List Search window, Results tab element descriptions
Window element |
Usage |
---|---|
List # |
Displays the system-generated number for each list in the search results. |
List Name |
Displays the name of the corresponding list. |
List Type |
Displays the kind of list, such as Mailing, Preferred, and so on. |
County |
Displays the county to which the list applies. |
Effective Date |
Displays the effective date of the corresponding list. |
End Date |
Displays the end date of the corresponding list. |