Global Customers

The Global Customers page provides comprehensive customer management functionality for administrators. This interface allows you to search, filter, sort, and manage customer records across your entire system. You can view customer details, manage their status, access billing and service functions, and perform various customer-related operations.

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Toolbar Functions

The toolbar at the top of the page provides essential customer management functions:

Button	Function	Permission Required
Add	Creates a new customer record. Opens the customer creation form in the PayCenter module.	Rentals_Tenants_Add
Back	Returns to the previous page in your browser history.	None
Search Box	Enter search terms to filter customers. Searches across name, company, city, state, zip, username, and email fields. Press Enter or click Search to execute.	None
Search	Executes the search based on text entered in the search box.	None
Show All	Clears all search filters and displays all customer records.	None
Hide/Un-Hide	Toggles display of hidden/inactive customer records. Button text changes based on current state.	None

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Alphabetical Filters

The alphabetical filter bar allows quick filtering of customers by the first letter of their company name:

• ALL - Shows all customers regardless of company name
• 0-9 - Shows customers whose company names start with numbers
• A-Z - Individual letter buttons filter customers by company name starting with that letter

The currently active filter is highlighted with a darker background. Click any letter to instantly filter the results.

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Customer Data Table

The main table displays customer information with sortable columns and action buttons:

Table Columns

Column	Description	Sortable
Company	The customer's company or business name	Yes
Last Name	Customer's last name (displayed in uppercase)	Yes
First Name	Customer's first name (displayed in uppercase)	Yes
City	Customer's city (displayed in uppercase)	Yes
Zip	Customer's ZIP/postal code	Yes
Hrs	Support contract balance hours. Displays in red/bold when balance is zero or negative.	Yes
User	Customer's username for system access	Yes
Status	Customer active status. Shows as Active (green) or Not Active (red). Click to change status.	Yes
ID	Unique customer identification number	Yes

Action Buttons

Each customer row contains action buttons for various operations:

Button	Function	Color
View	Opens the customer's detailed profile page in the Customers module	Black
Bill	Creates a new billing request for the customer in PayCenter	Red
Srvc	Creates a new service request for the customer in ServiceCenter	Blue
Open	Shows all open service orders for the customer	Blue
Stmt	Generates a statement report for the customer	Blue
Folder Icon	Opens the customer's file repository for document management	N/A (Icon)
Edit Icon	Opens the customer edit form in PayCenter to modify customer details	N/A (Icon)

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Sorting Functionality

All column headers are clickable for sorting:

1. First Click - Sorts the column in ascending order (A-Z, 0-9)
2. Second Click - Sorts the column in descending order (Z-A, 9-0)
3. Visual Indicator - An arrow icon appears next to the active sort column showing direction
4. Default Sort - Company name in ascending order

The current sort column is indicated by an arrow icon (ascending.gif or descending.gif) next to the column name.

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Search Functionality

The search feature provides comprehensive customer filtering:

Searchable Fields

• First Name - Customer's first name (cc_name1)
• Last Name - Customer's last name (cc_name2)
• Company - Business or company name (cc_Company)
• City - Customer's city (cc_city)
• State - Customer's state (cc_state)
• ZIP Code - Postal code (cc_zip)
• Username - System login username
• Email - Customer's email address

Search Behavior

• Partial Matching - Search terms match any part of the field (uses LIKE %term%)
• Multiple Fields - Searches across all fields simultaneously with OR logic
• Case Insensitive - Search is not case-sensitive
• Real-time Results - Results update immediately when search is executed
• Persistent Search - Search terms are maintained when sorting or changing filters

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Status Management

Customer status can be managed directly from the results table:

Status Indicators

• Active - Customer account is active and functional
• Not Active - Customer account is deactivated

Changing Status

1. Click on the status text in the Status column
2. A popup window opens with status change options
3. Select the desired status from the available options
4. Confirm the change to update the customer's status
5. The table refreshes to show the updated status

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Permission Requirements

Access to the Global Customers page requires specific permissions:

Function	Required Permission	Access Denied Behavior
View Page	Customers_Review	Redirected to access denied page
Add Customer	Rentals_Tenants_Add	Add button is disabled with tooltip explanation
Status Changes	Based on user permissions	Status links may be disabled

Note: User ID #1 (system administrator) bypasses all permission checks and has full access to all functions.

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Common Workflows

Finding a Specific Customer

1. Enter the customer's name, company, or other identifying information in the search box
2. Press Enter or click the Search button
3. Review the filtered results
4. Use alphabetical filters if needed to narrow results further
5. Click on the customer's View link to see full details

Creating a Service Request

1. Locate the customer using search or browsing
2. Click the "Srvc" (Service) button in the customer's row
3. The ServiceCenter module opens with a new request form
4. Complete the service request details
5. Submit the request for processing

Checking Support Contract Hours

1. Locate the customer in the results table
2. Check the "Hrs" column for their current balance
3. Red/bold numbers indicate zero or negative balance
4. Click "View" to see detailed contract information
5. Use "Bill" to create requests for additional hours

Managing Customer Files

1. Find the customer in the results table
2. Click the folder icon in their row
3. The file repository opens in a new window/tab
4. Upload, download, or manage customer documents
5. Close the file repository window when finished

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Results Display Information

The page provides helpful information about search results:

• No Results - "No records found matching [search term]"
• Single Result - "Your search of [search term] returned 1 result"
• Multiple Results - "Your search of [search term] returned X results"
• All Records - When no search term is specified, shows total count

Search terms are highlighted in blue for easy reference. The results counter updates dynamically as you apply filters or change search criteria.

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