Customers can be displayed in a list or on a map. In either case, select a customer by clicking it.
The Customers form lists all customers entered in Isah, with the exception of obsolete customers (the Obsolete check box on the General tab in Isah is selected). On the menu bar at the top of the form, more customer forms are available, including My customers, Debtors and Relations. All forms on the menu bar are overviews of customers in Isah, but they all have their own filter ('preset'). Each of these forms only show those customers that meet particular conditions.
Some of the presets used in the CRM app are also available in Isah.
Form name |
Explanation |
My selection
|
Your own selection of customers, which you specify by using the filter button. If you save the filter, you will see the first 500 customers that meet the criteria you have specified. For example, if you enter 'a' in the Name field, and '100' in the ZIP code field, then Manhattan-based customers whose name contain an 'a' are displayed. When you restart the app, the most recently used filter will be active. |
My customers |
All customers for which the logged in user is specified in the Sales employee field on the General tab. |
Debtors |
All customers for which the Copy to financial records check box on the Financial tab is selected. |
Relations |
All prospective customers; the Copy to financial records check box on the Financial tab is not selected. |
Obsolete |
All customers for which the Obsolete field on the General tab is active |
Domestic |
All customers for which the country on the General tab is the same as the country specified in the Isah settings as the country in which your company is established |
International |
All customers for which the country on the General tab is not the same as the country specified in the Isah settings as the country in which your company is established |
My group |
All customers for which the group on the Financial tab is the same as the group specified in the app Settings |
My line of business |
All customers for which the line of business on the General tab is the same as the line of business specified in the app Settings |
My region |
All customers for which the region on the General tab is the same as the region specified in the app Settings |
Any forms that do not fit on the menu bar are available from the More menu item. Use the Edit option at the bottom of the menu to change the order of the forms in the More menu.
Once you have selected a customer, the customer data will appear. A task bar appears on the left, allowing you to display more detailed data about the customer.