Space Manager for
WindowsTM
FAQs
ADDITIONAL INFORMATION
Space Manager includes many additional features to aid
in the running of each site and a storage company as a whole.
Searching for Information
Customers Searches, Reporting and Letters
Whilst the
standard Space Manager Customer search allows a user to search for customers by
Name, Unit number or a Transaction Reference Number, the program also gives the
user the facility to search for customers using user-definable search criteria.
This criteria
includes any element of the Customer Questionnaire and, via a dictionary of
search criteria, any information stored within the database.
Complex
searches can be created simply by dragging and dropping the required criteria
onto the search form. A specific search’s criteria can then be stored to allow
the same search to be loaded and run at a later stage. Even the results list
can be stored for future retrieval
To search
for a specific customer or list of applicable customers, the user simply
selects the ‘Customers’ button on the main button bar. From there they can make
simple searches on customer name, unit number or invoice number (for example)
or complex searches by dragging and dropping criteria onto the search page.
Once a list of
Customers has been obtained, the user then has the facility to manage their
accounts, generate reports specific to the selected customers, or create
mailings and emails to send to the customer list.