Debtors Search Analysis

Debtors search is a duplicate of Debtors setup menu however you cannot add new debtors here.

This menu is given to staff who want to see the details of the debtor but may not be allowed to edit them.

Enable Edit Debtor in security button

 

System buttons:

Search button allows a user to search using Basic Search Tab and Custom Search Tab

Search	Search Debtors
Create Reminder	Create a reminder for a Debtor
Edit button	to make changes onto an existing Debtor.
Expand button	to shown more search filter criteria or Contract button to show less search filter criteria

Print Export Drop Down allows one to select from the following options:

Print button	print all the debtors listed in the system sorted alphabetically
Export Debtors button	exports debtors list to Excel spread sheet.
Export Contacts button	exports Contacts to an Excel spread sheet

 

Basic Search tab, if the debtor’s code in the Basic search Tab or debtor’s name is left blank, this will bring back all the debtors listed in the system sorted alphabetically. If the cursor is placed on Name at the column head, this will sort the names A-Z or Z-A as preferred.

Custom Search tab, Custom search searches according to the category selection on the drop-down arrow and the system will bring back all that is selected on the category.