Clicky

The myStorman Knowledgebase is for users of Storman v8 and v9. If you use Storman v10, please use our new Support Knowledgebase. | Dismiss for today

Customers section (#DBDCUSTS01)

Last updated:   Applies to:   In industries:   Of versions:   Special contents:
20151009 (Andy)   Pro, MultiUser, MultiSite, MultiView   Self Storage EditionMarina EditionVault Edition   9.3.2 (and higher)   n/a

What is the Dashboard Customers section?

The Customers section on the StorMan Dashboard contains a list of all Berths / Units / Vaults (except those with the 'Unavailable' status - more on statuses: #UNTSTA01), as well as any associated Customer information for rented Berths / Units / Vaults - such as the Customer's name, Agreement number and paid-to date. In addition, this list also shows any active sales enquiries (more on sales enquiries: #SAENQABT01) and reservations (more on reservations: #RESABT01). Active Other Credit Sales (more on other credit sales: #OCSABT01) are also shown; to show Ad-Hoc credit sales here too, enable the option under System Setup (more on this option: #SYSSETTAB1001).

The search box at the top of the Customers section allows you to search for any of the aforementioned data in a search-as-you-type style fashion. The refresh icon (more on this icon: #DBDRFI01) can be used to clear the search box & its results.

The list also includes toggles at the top, to sort by Berth / Unit / Vault number, Customer name, Agreement number, paid to date or status. If you use a supported Access Control System (supported access control systems: #ACCSUPS01) with StorMan, the Customers Section is split in half vertically - with the bottom portion showing a Gate Log section (more on this section: #DBDACLS01).

The upper-right portion of the Customers section appears behind the Dashboard's Floating Window (more on the floatbox: #DBDFW01).

 

What does the Dashboard Customers section look like?

Customers

Related articles:   Article tags:   How did we do?
         
 

customer window on main screen, customer window on control screen, customer window on dashboard, dashboard customer window, control screen customer window, main screen customer window

Did we miss a tag?
Tags improve search results. If you think this article needs more tags to help index & identify it, please suggest some using the form to the right...

 

If this article requires an update or needs more information, please contact support@storman.com.

Thank you for your assistance!

 

 


 

Copyright 2017 Storman Software | Visit our new knowledgebase