The Program group parameters CustomerSearchField1, -2, -3 or -4 allow you to set what fields the Order Manager is to search on and in what order they are searched when the program searches for customer records.
The first field upon which the program searches is CustomerSearchField1 whose default is Email. The second field upon which the program searches is CustomerSearchField2 whose default is Phone. The program searches for the phone number exactly as it is entered, i.e. if the phone number is stored in the record as (717) 555-1212, the program searches for (7171) 555-1212 - the number including punctuation as it is formatted.
If you want to search on phone numbers without formatting, set the CustomerSearchField2 to Phone - No Formatting; the program removes all non-numeric characters from the number entered prior to performing the search. In the example above, instead of searching for (717) 555-1212, the program would search for 7175551212.
Below is a description of each parameter:
CustomerSearchField1 - Select the field in the Customers table that you wish the program to search first when it attempts to match existing customer records to incoming orders, or when the program searches for customer records at the View Customers, Enter Orders Manually, or Point of Sale screens. Choices are: Email; Phone; Phone - No Formatting; WebID;Name, Address, Zip*. Default is Email. Note: The search field you enter here (e.g. the Email field in the Customers table) must contain unique values only, duplicates are not allowed.
CustomerSearchField2 - Select the field in the Customers table that you wish the program to search second when it attempts to match existing customer records to incoming orders, or when the program searches for customer records at the View Customers, Enter Orders Manually, or Point of Sale screens, provided no match is found by searching CustomerSearchField1. Choices are: NONE; Email; Phone; Phone - No Formatting; WebID;Name, Address, Zip*. Default is Phone. If set to NONE, the program does not search on CustomerSearchField2. Note: The search field you enter here (e.g. the Phone field in the Customers table) may contain duplicate values.
CustomerSearchField3 - Select the field in the Customers table that you wish the program to search third when it attempts to match existing customer records to incoming orders, or when the program searches for customer records at the View Customers, Enter Orders Manually, or Point of Sale screens, provided no match is found by searching CustomerSearchField1 and CustomerSearchField2. Choices are: NONE; Email; Phone; Phone - No Formatting; WebID;Name, Address, Zip*. Default is NONE. If set to NONE, the program does not search on CustomerSearchField3. Note: The search field you enter here (e.g. the WebID field in the Customers table) may contain duplicate values.
CustomerSearchField4 - Select the field in the Customers table that you wish the program to search fourth when it attempts to match existing customer records to incoming orders, or when the program searches for customer records at the View Customers, Enter Orders Manually, or Point of Sale screens, provided no match is found by searching CustomerSearchField1, -2 or -3. Choices are: NONE; Email; Phone; Phone - No Formatting; WebID;Name, Address, Zip*. Default is NONE. If set to NONE, the program does not search on CustomerSearchField4. Note: The search field you enter here (e.g. the Name, Address, Zip* fields in the Customers table) may contain duplicate values.
*The Name, Address, and Zip fields are searched together, as if they were one.