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Visitor Management Software manages and filters your customer database. The following is a description of the Manage your Customer functions and fields.

Toolbar Options

Delete
Delete the Current customer. If changes have been made to the current record, IDVerify will prompt to save changes.

First
Move to the first customer record. If changes have been made to the current record, IDVerify will prompt to save changes.

Previous
Move to the previous customer record. If changes have been made to the current record, IDVerify will prompt to save changes.

Next
Move to the next customer record. If changes have been made to the current record, IDVerify will prompt to save changes.

Last
Move to the last customer record. If changes have been made to the current record, IDVerify will prompt to save changes.

Save
Save the current record.

New
Insert a new customer record into your database. If changes have been made to the current record, IDVerify will prompt to save changes.

Filter
Using a filter can be a handy tool for identifying specific groups of customers. You can filter by zip, city, state, or any other field that is available on the Customer screen. Once you have filtered your customers to the group that you are interested in, you can then send letters to this group, print labels for this group, or print reports against the group. Filtering is a very powerful feature.

Clicking once on the filter clears all fields on the Customer screen. Enter any criteria that you want to filter the current recordset by and click filter again. The will filter all of the records based on the data that you have entered and display the first filtered record.

Example: You might want to see only customers that reside in the 76049 zip code. Click Filter once. Enter 76049 in the Zip Code field. Click Filter again. Only customers that reside in 76049 will be shown.

To reset the filter to all customer records, click Filter once. This will clear all of the fields. Click Filter again. This will select all customers.

You can use more than one field to filter by. If changes have been made to the current record, Visitor Management Software will prompt to save changes.

Tools

Letters
Clicking Letters will show the Letter screen using your filtered recordset where you can then select a custom letter to send to your customers.

Labels

Clicking Labels will show the Label screen using your filtered recordset where you can then print custom labels for your customer letters.

Reports
Clicking Reports will show the Report screen using your filtered recordset where you can then select a report to view your filtered recordset.

Exit
Clicking Exit exits the Customer screen. If changes have been made to the current record, IDVerify will prompt to save changes.

Form Settings

The Visitor Management Software Information Screen displays the current record for a selected customer.

Customer ID
A unique ID associated attached to a customer.

First Name
customer's first name.

Middle Name
Customer's middle name.

Last Name
Customer's last name.

Scan Date
The original date that the customer was first entered into the database.

Address
Customer's street address.

City
Customers address city.

State
Customer's address state.

Zip
Customer's address zip code.

License Number
Customer's driver's license number. This field must be unique.

Expire Date
The License Expire date.

Birth Date
Customer's birth date.

Cage
Internal.

Track1Flag
Internal

Tag
Used to identify your special customers.

Notes
Any notes that are important about a specific customer can be placed here.

Checkbox: Ban customer
This flag indicates that the person is not allowed in the business. Banned people can be viewed using the Ban customer Report. The IDVerify Pro will interactively use this flag to deny entrance to a problem customer.

Status Bar: (bottom of the screen)
Number of selected customers: How many customer records are selected.
Last Action: Shows the last record action and screen information. Click on this panel to see the full message.