Synergi User Manual

ID No. Maintenance Function - Fields Description

At this function, user will come across various fields or columns that needs to be maintained with relevant data.

The descriptions of the respective field or column, are as follows:-

<Customer Search Criteria> (Panel)
Please Enter Search Value	This is the value to be used to search for the related customer record. Note: If the value inputted into this field is relating to Customer IDs, Customer Names or Customer’s contract telephone number, user can click the relevant Customer ID or Customer Name or Phone No. button, accordingly.
ID No.	This is the search criteria button to be clicked once, for system to search and retrieve the relevant customer records. Note: Click once on this button if the value inputted at the 'Please Enter Search Criteria' field is related to existing Customer IDs.
Customer Name	This is the search criteria button to be clicked once, to search and retrieve the relevant customer records. Note: Click once on this button if the value inputted at the 'Please Enter Search Criteria' field is related to existing customer names.
Phone No.	This is the search criteria button to be clicked once, to search and retrieve the relevant customer records. Note: Click once on this button if the value inputted at the 'Please Enter Search Criteria' field is related to existing customers' contact telephone numbers.

<Customer Search Criteria> (Panel)

Please Enter Search Value

This is the value to be used to search for the related customer record.

Note: If the value inputted into this field is relating to Customer IDs, Customer Names or Customer’s contract telephone number, user can click the relevant Customer ID or Customer Name or Phone No. button, accordingly.

ID No.

This is the search criteria button to be clicked once, for system to search and retrieve the relevant customer records.

Note: Click once on this button if the value inputted at the 'Please Enter Search Criteria' field is related to existing Customer IDs.

Customer Name

This is the search criteria button to be clicked once, to search and retrieve the relevant customer records.

Note: Click once on this button if the value inputted at the 'Please Enter Search Criteria' field is related to existing customer names.

Phone No.

This is the search criteria button to be clicked once, to search and retrieve the relevant customer records.

Note: Click once on this button if the value inputted at the 'Please Enter Search Criteria' field is related to existing customers' contact telephone numbers.

This panel will pop upon the function screen opened.
The purpose of this panel is for user to search for the relevant customer record.

<Customer Listing> (Pop-Up Window)
Please Enter Search Value	This is the value to be used to search for the related customer record. Note: If the value inputted into this field is relating to Customer IDs, Customer Names or Customer’s contract telephone number, user can click the relevant Customer ID or Customer Name or Phone No. button, accordingly.
Customer ID.	This is the search criteria button to be clicked once, for system to search and retrieve the relevant customer records. Note: Click once on this button if the value inputted at the 'Please Enter Search Criteria' field is related to existing Customer IDs.
Customer Name	This is the search criteria button to be clicked once, to search and retrieve the relevant customer records. Note: Click once on this button if the value inputted at the 'Please Enter Search Criteria' field is related to existing customer names.
Phone No.	This is the search criteria button to be clicked once, to search and retrieve the relevant customer records. Note: Click once on this button if the value inputted at the 'Please Enter Search Criteria' field is related to existing customers' contact telephone numbers.
Customer ID	This is the unique identification number of an individual (as in a person).
ID Type	This is the type of customer associated with the value displayed at the 'Customer ID' field, e.g., AUTOGENID - Auto Generated ID or 05 - FOREIGN PASSPORT,
Customer Name	This is the customer name associated with the value of 'Customer ID' field input.
Phone No.	This is the contact telephone number of the customer associated with the value of 'Customer ID' field input.

<Customer Listing> (Pop-Up Window)

Please Enter Search Value

This is the value to be used to search for the related customer record.

Customer ID.

This is the search criteria button to be clicked once, for system to search and retrieve the relevant customer records.

Note: Click once on this button if the value inputted at the 'Please Enter Search Criteria' field is related to existing Customer IDs.

Customer Name

This is the search criteria button to be clicked once, to search and retrieve the relevant customer records.

Note: Click once on this button if the value inputted at the 'Please Enter Search Criteria' field is related to existing customer names.

Phone No.

This is the search criteria button to be clicked once, to search and retrieve the relevant customer records.

Note: Click once on this button if the value inputted at the 'Please Enter Search Criteria' field is related to existing customers' contact telephone numbers.

Customer ID

This is the unique identification number of an individual (as in a person).

ID Type

This is the type of customer associated with the value displayed at the 'Customer ID' field, e.g., AUTOGENID - Auto Generated ID or 05 - FOREIGN PASSPORT,

Customer Name

This is the customer name associated with the value of 'Customer ID' field input.

Phone No.

This is the contact telephone number of the customer associated with the value of 'Customer ID' field input.

This window will pop up, after user has clicked once on either one of the available search criterion buttons located at the 'Customer Search Criteria' panel, when there are record(s) found or no record can be found.
The purpose of this window is for user to further filter and select a relevant customer record found.

<Customer Information> (Panel)
<Customer Name>	This is the customer name that is related to the 'Customer ID' field’s value.
Customer ID/ ID Type	This is the unique identification number of an individual (as in a person), and the type of identification number e.g., AUTOGENID - Auto Generated ID or 05 - FOREIGN PASSPORT,
Status/ Customer Type	This is the status of a customer information file in system database, e.g., 'N - Normal' or 'P -Prospect', and the type of customer associated with the value displayed at the 'Customer ID' field, e.g., I - Individual.
Dataset Code	This is the code associated the dataset of the customer information data fields used in creating the related customer information file earlier,e.g, INDIV.

<Customer Information> (Panel)

<Customer Name>

This is the customer name that is related to the 'Customer ID' field’s value.

Customer ID/ ID Type

This is the unique identification number of an individual (as in a person), and the type of identification number e.g., AUTOGENID - Auto Generated ID or 05 - FOREIGN PASSPORT,

Status/ Customer Type

This is the status of a customer information file in system database, e.g., 'N - Normal' or 'P -Prospect', and the type of customer associated with the value displayed at the 'Customer ID' field, e.g., I - Individual.

Dataset Code

This is the code associated the dataset of the customer information data fields used in creating the related customer information file earlier,e.g, INDIV.

This panel will be displayed, after user has double-clicked on a customer record at the 'Customer Listing' pop-up window.
The purpose of this panel is for user to view the main details of the selected customer record.

Change ID & Name (Sub-Panel)
ID Type	This is the category or format of the identification applied to a Customer ID. Note: The value of this field will be defaulted from the customer information file created earlier using the 'Customer Maintenance' function.
Customer ID	This is the revised, correct unique identification number of the person. Note: System will default the value from the 'Customer ID' field located at the 'Customer Information' panel.
Customer Name	This is the revised, corrected customer name, associated with the value displayed at the Customer ID field’s value in this panel. Note: System will default the value from the 'Customer Name' field located at the 'Customer Information' panel.

Change ID & Name (Sub-Panel)

ID Type

This is the category or format of the identification applied to a Customer ID.

Note: The value of this field will be defaulted from the customer information file created earlier using the 'Customer Maintenance' function.

Customer ID

This is the revised, correct unique identification number of the person.

Note: System will default the value from the 'Customer ID' field located at the 'Customer Information' panel.

Customer Name

This is the revised, corrected customer name, associated with the value displayed at the Customer ID field’s value in this panel.

Note: System will default the value from the 'Customer Name' field located at the 'Customer Information' panel.

This panel will be displayed, after user has double-clicked on an existing customer record at the 'Customer Listing' pop-up window.
The purpose of this panel is for user to change the value at the Customer ID and the Customer Name fields, whichever applicable.