Tip #1411 – Using Smart View in dynaMACS

     Using Smart View in dynaMACS

Smart View is a feature in dynaMACS that lets you view customers with sales history for a selected manufacturer.  This feature is available from the Sales Entry and the Locator screen.

Example of Using Smart View in Sales Entry

1.  From the Sales Entry screen with a manufacturer selected (the manufacturer LJM has been selected for this example), click on the Customer Search button to display the list of ALL customers.

2.  Notice that in this example there are 287 customer records.

Sales Entry - Cust Viewer 1

3.  Click on the Smart View check box to display only customers with history for this       manufacturer.

4.  Notice that in this example there are now only 72 customer records displayed.  These are the customers with sales history.

Sales Entry - Cust Viewer 2

Example of Using Smart View from the Locator

1.  From the Locator screen enter a manufacturer code i.e. LJM.

2.  Select the Locate button.

Locator

3.  Notice that in this example there are 287 customer records.  This displays ALL customers.

Customer Viewer 1

4. Click on the Smart View check box to display only customers with history for this      manufacturer.

5.  Notice that in this example there are now only 72 customer records displayed.  These are the customers with sales history for Lee Jacob Mfg.

Customer Viewer 2

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