Customers - Revision history

Anw: Text replacement - "1000px" to "900px"

2020-03-04T11:28:56Z

Text replacement - "1000px" to "900px"

← Older revision		Revision as of 13:28, 4 March 2020
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	Once you have entered the criteria, click '''Search'''. The screen will display a table of all the matching data. Any plain text boxes will match data that contains what you enter as the criterion.		Once you have entered the criteria, click '''Search'''. The screen will display a table of all the matching data. Any plain text boxes will match data that contains what you enter as the criterion.

	[[File:EPOD-Customers1.PNG\|~~1000px~~\|border]]		[[File:EPOD-Customers1.PNG\|900px\|border]]
	<br />''Customers Search Panel and Results table''<br />		<br />''Customers Search Panel and Results table''<br />

Anw: Added sortation.

2019-07-17T12:20:07Z

Added sortation.

← Older revision		Revision as of 14:20, 17 July 2019
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	The results table displays a single line per each customer found.		The results table displays a single line per each customer found.

	~~<!-- Each column~~ can ~~be sorted~~ by clicking on the column header - clicking again will reverse the sort sequence.		You can sort the table by individual columns by clicking on the column header - clicking again will reverse the sort sequence.
	~~-->~~
	You can choose to hide or show almost all of the columns in the results table by using the '''Select Columns''' button on the header. The results table shows the following columns:		You can choose to hide or show almost all of the columns in the results table by using the '''Select Columns''' button on the header. The results table shows the following columns:
	* ''Code'' - the customer code i.e. the account code.		* ''Code'' - the customer code i.e. the account code.

Anw: Minor correction

2019-07-17T12:17:00Z

Minor correction

← Older revision		Revision as of 14:17, 17 July 2019
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	{{Note}} When you add or edit parameters on this screen, the changes will be saved when you click '''Add''' or '''Update''' - there is no ~~reason~~ to save the customer from the header if all you are changing are some parameter values.		{{Note}} When you add or edit parameters on this screen, the changes will be saved when you click '''Add''' or '''Update''' - there is no need to save the customer from the header if all you are changing are some parameter values.


	[[Category:UG 291094 EPOD Admin User Guide\|300_150]]		[[Category:UG 291094 EPOD Admin User Guide\|300_150]]

Anw: Updated based on version 4.5.00.04

2019-04-18T14:57:48Z

Updated based on version 4.5.00.04

← Older revision		Revision as of 16:57, 18 April 2019
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	When changes are complete, you can click '''Save''' to save the changes. If you don't want to save your changes, you can click '''Cancel''' to stop editing, or '''Close''' to close the pop-up without saving the changes.		When changes are complete, you can click '''Save''' to save the changes. If you don't want to save your changes, you can click '''Cancel''' to stop editing, or '''Close''' to close the pop-up without saving the changes.

	You can click the '''Delete''' button to delete the customer - the screen will ask you to confirm before the customer is deleted.		You can click the '''Delete''' button to delete the customer - the screen will ask you to confirm before the customer is deleted. {{Note}} You can't delete a customer if that customer is used on jobs, whether they are complete or not. In this case, the screen will not show the ''Delete'' button.

Anw: Updated based on version 4.5.00.04

2019-04-18T14:20:11Z

Updated based on version 4.5.00.04

← Older revision		Revision as of 16:20, 18 April 2019
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	* ''Contact'' - a contact at this address for this customer.		* ''Contact'' - a contact at this address for this customer.
	* ''Address'' - the address.		* ''Address'' - the address.
			* ''Post Code'' - the post code of the address.
	* ''Telephone'' - any telephone numbers.		* ''Telephone'' - any telephone numbers.
	* ''Email'' - any email addresses.		* ''Email'' - any email addresses.
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	== Uploading Customers ==		== Uploading Customers ==
			The screen allows upload functions - you can access these by pressing the '''Upload''' button. You can hide the upload buttons by pressing the '''Hide''' button.

	The screen allows you to upload customers through a spreadsheet template file. You can get this template by clicking the '''Obtain Upload Template''' button - results differ per browser used to access the Admin system, the likely result being that the template will be offered for download.		The screen allows you to upload customers through a spreadsheet template file. You can get this template by clicking the '''Obtain Upload Template''' button - results differ per browser used to access the Admin system, the likely result being that the template will be offered for download.

Anw: Updated based on version 4.5.00.02

2019-04-05T13:42:01Z

Updated based on version 4.5.00.02

Show changes

Anw: Updated based on version 4.0.02.43

2019-03-11T17:53:04Z

Updated based on version 4.0.02.43

← Older revision		Revision as of 19:53, 11 March 2019
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	* Latitude/Longitude - The Latitude and Longitude of the address, in degrees.		* Latitude/Longitude - The Latitude and Longitude of the address, in degrees.

	~~If Latitude and Longitude have been~~ provided~~, a~~ Map button can be clicked to show the location of the address. {{Note}} If Latitude and Longitude have been provided, this is used on the device for direct navigation in preference to the address itself, as this provided Latitude and Longitude is expected to be more accurate. If one has not been provided, the address will be used to find the point on the map.		A '''Save''' button is provided to save the entered data. Clicking '''Close''' will discard the new customer.


			A Map button can be clicked to show the location of the address. {{Note}} If Latitude and Longitude have been provided, this is used on the device for direct navigation in preference to the address itself, as this provided Latitude and Longitude is expected to be more accurate. If one has not been provided, the address will be used to find the point on the map.


			The user can use the drawing toolbar to draw their own geofence circles on the map.

			The user can click any geofence to change of direction through a drop-down list.

			A '''Save''' button is provided to save changes and a '''Delete''' button to delete the geofence.

	~~A '''Save''' button~~ is ~~provided to save the entered data. Clicking '''Close''' will discard the new customer~~.		{{Note}} This functionality is still in development at this time.


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	* Telephone - multiple telephone numbers.		* Telephone - multiple telephone numbers.
	* Email - any email addresses, separated by the mail server's separation character.		* Email - any email addresses, separated by the mail server's separation character.
	* Latitude/~~Logitude~~ - The Latitude and Longitude of the address, in degrees.		* Latitude/Longitude - The Latitude and Longitude of the address, in degrees.

			A '''Save''' button is provided to save the edited values.

			A '''Delete''' button is provided to delete the customer.

			Changes may be discarded by clicking the '''Close''' or '''Cancel''' buttons.


	A Map button can be clicked to show the location of the address, if known. Regardless, the map may be used to zoom and drag a pointer around to determine the actual location of the address.		A Map button can be clicked to show the location of the address, if known. Regardless, the map may be used to zoom and drag a pointer around to determine the actual location of the address.
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	{{Note}} If Latitude and Longitude have been provided, this is used on the device for direct navigation in preference to the address itself, as this provided Latitude and Longitude is expected to be more accurate.		{{Note}} If Latitude and Longitude have been provided, this is used on the device for direct navigation in preference to the address itself, as this provided Latitude and Longitude is expected to be more accurate.

			Any geofence borders are displayed on the map along with the location of the address.

	~~A '''Save''' button is provided~~ to ~~save~~ the ~~edited values~~.		The circles are coloured according to the direction:
			* Red - outbound.
			* Green - inbound.
			* Blue - both.

			The user can use the drawing toolbar to draw their own geofence circles on the map.

			The user can click any geofence to change of direction through a drop-down list.

	A '''~~Delete~~''' button is provided to delete the ~~customer~~.		A '''Save''' button is provided to save changes and a '''Delete''' button to delete the geofence.

	~~Changes may be discarded by clicking the '''Close''' or '''Cancel''' buttons~~.		{{Note}} This functionality is still in development at this time.


	[[Category:UG 291094 EPOD Admin User Guide\|300_150]]		[[Category:UG 291094 EPOD Admin User Guide\|300_150]]

Anw: Updated based on version 4.0.02.00

2017-12-20T10:37:01Z

Updated based on version 4.0.02.00

← Older revision		Revision as of 12:37, 20 December 2017
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	<!-- Each column can be sorted by clicking on the column header - clicking again will reverse the sort sequence.		<!-- Each column can be sorted by clicking on the column header - clicking again will reverse the sort sequence.
	-->		-->
	~~Details~~ shown are:		The columns shown in the results table can be shown or hidden using the '''Select Columns''' button on the header. The columns are:
	* Code - the customer code i.e. the account code.		* Code - the customer code i.e. the account code.
	* Name - the name of this customer.		* Name - the name of this customer.
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	* Latitude/Longitude - The Latitude and Longitude of the address, in degrees.		* Latitude/Longitude - The Latitude and Longitude of the address, in degrees.

	If Latitude and Longitude have been provided, a Map button can be clicked to show the location of the address. {{Note}} If Latitude and Longitude have been provided, this is used on the device for direct navigation in preference to the address itself, as this provided Latitude and Longitude is expected to be more accurate.		If Latitude and Longitude have been provided, a Map button can be clicked to show the location of the address. {{Note}} If Latitude and Longitude have been provided, this is used on the device for direct navigation in preference to the address itself, as this provided Latitude and Longitude is expected to be more accurate. If one has not been provided, the address will be used to find the point on the map.

Anw: Picture resolution

2017-11-29T08:33:02Z

Picture resolution

← Older revision		Revision as of 10:33, 29 November 2017
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	Once the filter information is entered and the '''Search''' button is pressed, all matching customers are displayed in a table below.		Once the filter information is entered and the '''Search''' button is pressed, all matching customers are displayed in a table below.

	[[File:EPOD-Customers1.PNG\|~~600px~~\|border]]		[[File:EPOD-Customers1.PNG\|1000px\|border]]
	<br />''Customers Search Panel and Results table''<br />		<br />''Customers Search Panel and Results table''<br />

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	The screen allows new customers to be created, by pressing the provided '''New''' button at the top of the screen.		The screen allows new customers to be created, by pressing the provided '''New''' button at the top of the screen.

	[[File:EPOD-Customers4.PNG~~\|600px~~\|border]]		[[File:EPOD-Customers4.PNG\|border]]
	<br />''New Customer Pop-up''<br />		<br />''New Customer Pop-up''<br />

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	The Customers can be viewed and edited by clicking the '''Select''' button against the line in the table. The screen will display a pop-up showing all the details of the customer.		The Customers can be viewed and edited by clicking the '''Select''' button against the line in the table. The screen will display a pop-up showing all the details of the customer.

	[[File:EPOD-Customers3.PNG~~\|600px~~\|border]]		[[File:EPOD-Customers3.PNG\|border]]
	<br />''View/Edit Customer Pop-up''<br />		<br />''View/Edit Customer Pop-up''<br />

Anw: Updated based on version 4.0.00.03

2017-11-22T10:24:39Z

Updated based on version 4.0.00.03

← Older revision		Revision as of 12:24, 22 November 2017
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	* Latitude/Logitude - The Latitude and Longitude of the address, in degrees.		* Latitude/Logitude - The Latitude and Longitude of the address, in degrees.

	~~If Latitude and Longitude have been provided, a~~ Map button can be clicked to show the location of the address. {{Note}} If Latitude and Longitude have been provided, this is used on the device for direct navigation in preference to the address itself, as this provided Latitude and Longitude is expected to be more accurate.		A Map button can be clicked to show the location of the address, if known. Regardless, the map may be used to zoom and drag a pointer around to determine the actual location of the address.

			{{Note}} If Latitude and Longitude have been provided, this is used on the device for direct navigation in preference to the address itself, as this provided Latitude and Longitude is expected to be more accurate.