Customers Management
The Customers page provides comprehensive tenant management functionality for reviewing, searching, and managing customer records. This interface allows administrators to view all tenants, search through customer data, manage activation status, and perform bulk operations including soft delete and restore capabilities.
Quick Start
To get started: Use the search box to filter customers by name, city, state, or sponsor. Click the checkboxes to select multiple records for bulk operations. Use the toolbar buttons to add new customers, delete selected records, or view deleted items. Click on individual action buttons to edit customers, add rentals, or delete specific records.
| Button |
Function |
Permission Required |
| + Add |
Opens the customer creation form to add a new tenant record |
Rentals_Tenants_Add |
| â?쳌 Back |
Returns to the previous page in browser history |
None |
| â?? Close |
Closes the current page or returns to Control Panel |
None |
| â?» |
Refreshes the current page to reload all data |
None |
| UnDelete |
Switches to deleted records view to restore soft-deleted customers |
Rentals_Tenants_Review |
| â?쳌 Back to Tenants |
Returns from deleted records view to active customers list |
None |
Data Table Columns
| Column |
Description |
Sortable |
| Checkbox |
Selection checkbox for bulk operations. Header checkbox selects/deselects all visible records |
No |
| Last Name |
Customer's surname (Txt3 field). Displayed in uppercase format |
Yes |
| First Name |
Customer's given name (Txt2 field). Displayed in uppercase format |
Yes |
| City |
Customer's city of residence (Txt7 field). Displayed in uppercase format |
Yes |
| State |
Customer's state/province (Txt8 field). Displayed in uppercase format |
Yes |
| Sponsor |
Associated sponsor or company (Txt13 field). Displayed in uppercase format |
Yes |
| Department |
Customer's department or division (Txt14 field) |
Yes |
| Actions |
Row-specific action buttons for Add Rental, Edit, and Delete operations |
No |
| Status Icon |
Visual indicator showing customer activation status with clickable toggle functionality |
No |
| ID |
Unique customer identifier number for database reference |
Yes |
| Button |
Function |
Navigation |
| Add Rental |
Opens the calendar system to create a new rental event for this customer |
Calendar2/index.cfm with AddEvent action |
| Edit |
Opens the customer editing form to modify customer details |
LoadCustomers.cfm with Edit action |
| Delete |
Soft deletes the customer record after confirmation dialog |
Shows confirmation modal, then processes delete |
Status Indicators
Each customer record displays a status icon in the rightmost column that indicates the current activation state:
| Icon |
Status |
Action |
| â?? Active |
Customer is active (Bit1 = 1) |
Click to deactivate the customer |
| â?? Inactive |
Customer is inactive (Bit1 = 0 or NULL) |
Click to activate the customer |
| â?? Deleted |
Customer is soft-deleted (Bit1 = 2) |
No action available (shown in deleted view only) |
Search Functionality
The DataTable provides powerful search capabilities that filter records in real-time as you type:
Searchable Fields
- Last Name: Searches the customer's surname field
- First Name: Searches the customer's given name field
- City: Searches the customer's city of residence
- State: Searches the customer's state/province
- Sponsor: Searches the associated sponsor or company name
- Department: Searches the customer's department field
Search Behavior
- Search is case-insensitive and searches across all searchable columns simultaneously
- Partial matches are supported - typing "John" will find "Johnson", "Johnny", etc.
- Search results update immediately as you type
- The record count updates to show filtered results
- Pagination adjusts automatically based on search results
Bulk Operations
The system supports several bulk operations for managing multiple customer records simultaneously:
Selection Process
- Use individual checkboxes to select specific customer records
- Use the header checkbox to select/deselect all visible records on the current page
- Selected records remain selected when navigating between pages
- The selection persists across search operations
Available Bulk Actions
| Action |
Description |
Availability |
| Delete Selected |
Soft deletes all selected customer records (sets Bit1 = 2) |
Active customers view |
| Un-Delete Selected |
Restores selected soft-deleted customers (sets Bit1 = 1) |
Deleted customers view |
| Permanently Delete |
Permanently removes selected records from the database |
Deleted customers view |
Bulk Operation Tips
- Always confirm your selection before performing bulk operations
- Permanent deletion cannot be undone - use with extreme caution
- The system will prompt for confirmation on destructive operations
- Selected records are processed individually to ensure data integrity
Delete Workflows
The system implements a three-tier deletion system to provide safety and recovery options:
Soft Delete Process
- Click the "Delete" button for a specific customer or select multiple records for bulk deletion
- Confirm the deletion in the modal dialog that appears
- The system sets the customer's Bit1 field to 2 (soft-deleted status)
- The customer is removed from the main view but remains in the database
- You are redirected to the deleted customers view to see the result
Restore Process
- Navigate to the deleted customers view using the "UnDelete" button
- Select the customers you want to restore using the checkboxes
- Click "Un-Delete Selected" button
- Confirm the restoration when prompted
- The system sets the customer's Bit1 field to 1 (active status)
- Customers are restored to the main active customers list
Permanent Deletion
- Navigate to the deleted customers view
- Select the soft-deleted customers you want to permanently remove
- Click "Permanently Delete" button
- Confirm the permanent deletion (this action cannot be undone)
- The system completely removes the records from the database
- These customers cannot be recovered after permanent deletion
Table Features
Sorting
- Click any column header to sort by that field
- Click again to reverse the sort order
- Default sort is by Last Name in ascending order
- Sort indicators show current sort column and direction
- Checkbox, Actions, and Status columns are not sortable
- Default page size is 25 records per page
- Available page sizes: 25, 50, 100, or All records
- Navigation controls include First, Previous, Next, and Last page buttons
- Current page information shows "Showing X to Y of Z customers"
- Page state is saved and restored when you return to the page
State Persistence
- Search terms are preserved between page visits
- Sort order and column preferences are saved
- Page size selection is remembered
- Current page position is maintained when possible
Permission Requirements
Access to customer management functions is controlled by the following permission levels:
| Permission |
Required For |
Admin Override |
| Rentals_Tenants_Review |
Viewing customer list, searching, activating/deactivating, deleting records |
Client.ID = 1 bypasses |
| Rentals_Tenants_Add |
Creating new customer records via the Add button |
Client.ID = 1 bypasses |
Access Control
- Users without proper permissions are redirected to a "denied" page
- The system checks permissions on page load and for specific actions
- Admin users (Client.ID = 1) have full access regardless of permission settings
- Workgroup settings may further restrict access to specific customer records
Integration Features
Calendar Integration
The "Add Rental" button for each customer integrates with the calendar system:
- Opens the calendar interface with the customer pre-selected
- Passes the current month and year for context
- Links the customer ID to the rental event
- Provides seamless workflow from customer management to rental creation
Customer Editing
The "Edit" button provides direct access to customer modification:
- Opens the LoadCustomers.cfm page in edit mode
- Pre-loads all customer data for modification
- Maintains referential integrity with related records
- Returns to the customer list after successful updates
Troubleshooting
Common Issues
| Issue |
Cause |
Solution |
| No customers visible |
Active search filter or permission restrictions |
Clear search box or check permissions |
| Add button missing |
Insufficient permissions |
Contact administrator for Rentals_Tenants_Add permission |
| Bulk operations not working |
No records selected |
Select customers using checkboxes before clicking bulk action buttons |
| Status changes not saving |
Database connectivity or permission issues |
Refresh page and try again, or contact system administrator |
Summary
The Customers management page provides comprehensive tenant administration capabilities including search, sort, filter, bulk operations, and status management. The three-tier deletion system (active/soft-deleted/permanently deleted) ensures data safety while providing flexibility for record management. Integration with the calendar system enables seamless rental creation, while the permission system ensures secure access control. The responsive DataTable interface supports efficient management of large customer databases with features like pagination, state persistence, and real-time search.
