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Maintenance Screens |
  
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Maintenance Screens |
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ManStat has a common user interface for all maintenance screens.
Enter the required details into the relevant fields. If you do not know the complete details, simply enter the characters known and insert a Wildcard for the missing characters. For more information on the use of Wildcards, please refer to the Help chapter entitled "Wildcards". Then click on the Find button (or press the Enter key on your keyboard).
Please note that if you are entering a primary code as the search criteria such as Contact/Job/Invoice/Product codes, ManStat will not allow you to enter other search criteria in any other field, or if the fields already have information they will be ignored. Please also note that you can not use a Wildcard in the primary Code field.
It is also possible to locate a particular record by using alternate search criteria, such as phone number, credit card number or date range. Simply click on the Alt Search tabs to reveal the alternate search criteria fields.
If more than a certain number of entries meet the search criteria entered, ManStat will ask you to further refine the search criteria. If there is less than this predefined number of matching contacts, they will be listed in the list view field at the bottom of the Contact Maintenance screen. The total number of matching entries found will be displayed in the Found display box. (For more information on defining this number of entries, please refer to the Help chapter entitled "Install Process".)
If you wish to quickly clear all fields in the Contact Maintenance screen, simply click on the Clear button located on the right of the screen. ManStat will then empty all fields, allowing you to quickly enter new search criteria.
If an existing contact has more than one address, ManStat will list each address as a separate line item. In other words, if a contact has a home address, a work address and a mailing address recorded, ManStat will display this contact three times in the list view field at the bottom of the Contact Maintenance screen.
Simply scroll down and select the entry you want to change or delete. If you wish to delete the selected entry, click on the Delete button. The Delete Contact screen will then appear. Check all the details displayed to ensure that this contact can be deleted, and then click on the Delete button located at the bottom of the Delete Contact screen, or simply click on the Cancel button to return to the Contact Maintenance screen without deleting this entry.