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User display

The Display User wizard is used to search and display all user records.

User ID is the default search method.

In User Search, searches may be done using Name, Address (STREET), PHONE and EMAIL.

The default search type is Browse. This works best when searching by Name.

To search by name use surname, first name. Truncation may be used for wider search results.

Choose search type: Keyword when searching by Address (STREET), PHONE or EMAIL

When searching by PHONE, include the area code e.g. 780-496-8345.

Combined searches are possible.

Group ID is not used at this time.

A search using Current, opens the record of the last user record accessed.

Current does not display as an option until a user record has been viewed during the session.

Use the Display User wizard to access customer information such as address, status, checkouts, holds, bills and extended information.

User ID is the default search method

Scan the customer’s barcode or enter the User ID.

Basic information: Name, ID, Profile and Address

Click the tabs to locate specific information about the customer.