Advanced Finds

Advanced Finds are available in MoversSuite allowing you to locate records using advanced filtering options and search criteria within a separate window. Access to the Advanced Finds is through the  button adjacent to the selector and through the  when searching for orders by Order Number.

 

Figure 19: Advanced find associated to Order Number lookup within the Name, Address, Phone tab

 

The  button is available throughout the application such as adjacent to the Customer selector within the Billing Information tab.

 

Figure 20: Billing Information tab

 

Pressing the  button opens the advanced find associated to the selector. For example, pressing the  button for the Customer setting opens the Customer Find allowing you to use several additional fields to locate the record you want.

 

Figure 21: Customer Find dialog

 

In many of the Advanced Finds, simply typing in a value in one of the fields automatically filters the search results in the data grid.

 

Once you find the record you want, highlight it in the grid and press . The application sets the selected record for which ever setting you are on, i.e. sets the customer for the Customer selector.

 

View the Data Grids topic for information on using grid functions.

 

The following Advanced Finds are available within MoversSuite:

Agent Find

Carrier Find

Consolidator Find

Customer Find

Customer Quick Find

Customs Agent Find

Driver Find

GL Account Find

Linehaul Carrier Find

Vendor Find

 

RELATED TOPICS:

Customer Quick Find

Quick Find

Vendor Quick Find