Dealing with Large Customer Files
Problem: Customer list is too big and unwieldly. Users can't find the right customer to enter for specific jobs.
Solution: Use the Custom Booking Customer Filter feature to limit the customers displayed when users hit F2 or look at lists. If you have a lot of older customer records in place, consider using the Purge feature found in the Customer Master Files to remove customers with whom you haven't had any activity since a particular date in time.
Using Customer Filters with Custom Booking: http://www.mtihorizon.com/documentation/doc318.asp
Using Purge: http://www.mtihorizon.com/documentation/doc497.asp
posted by Andrew MacNeill @ 12:43 PM
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