Customers
Search
Partial matching
When searching on a name such as "Smith" CIMS will match on everywhere the letters "smith" appear such as in 'smith', 'smitherson','blacksmith', etc.
Exact Match
Click the check box to the right of the input field will cause CIMS to return only those name that match exactly. The means that 'smitherson' and 'blacksmith'; etc. will not be inthe search results.
Search Results
Clicking on a row in the search results will open up that Customers information screen.
Add
To add a new customer click the green "Add New" button in the upper right of the Customer Page. A popup will appear, fill out the information; First and Last names are required, all others are optional but are handy to have for searching and reports. Don't forget to scroll down as there is lots customer information that can be set. Also you can upload customer images by clicking on the blue "New Images" button in the new customer and then either dragging images to the upload area, or clicking on the "Select files the upload" button (only .jpg, .jpeg, .png and .gif files are allowed), you can upload as many pictures as you want.