1stBase Help

The following window is displayed when you select LookUp Codes - Customer Types from the Maint Menu.

Teams, Areas and Groups are provided as a method of grouping your customers.

You can search by Team from the Move - Find menu option in the Customer record.

The Report Criteria selection also provides a filter for grouping customers by Team for printed reports etc.

This must be a unique entry and is used in the Customer Record, Find and Report Criteria dialogs.

This button displays the De-Duplication Dialog .
The Dialog allows you to delete this Team and re-assign all customer records with this Team to another.

If checked then when you add a new Customer record the Type will be set to this entry.
NOTE: You should only set one Default Team. The first one encountered as Default will be selected by 1stBase, the others after it will be ignored.

When you move to a previously entered Team the description text is locked to prevent accidental overwriting. Clicking this button unlocks the text.

If this is visible then the record has been marked for deletion and will not be available after the next removal of deleted records action.
(The 'Remove Deleted Records' function can be found in the maintenance menu.)