How To: Use the Info Box to see the Web Name
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The Web Name in a customer's record can't be searched or filtered for. However, you can use the Info Box to see which customers have a Web Name on a contact by contact basis in the [ Customer List ]
screen. Once setup focusing on a customer will display the Web Name in the Info Box on the Command Window.
To set this up:
- Open the
[ Customer List ]
screen and filter for any customer record. - Right-click on the bottom-half of the Info Box and click 'Select Fields'.
- In the Categories column, focus on General.
- In the Available Fields panel, focus on Web Name and click on the to add Web Name into the Selected Fields panel on the right.
- Add any other fields as required.
- If required, use the Up and Down Arrows on the Selected Fields list to re-order your selection so they appear in the order on Info Box that you require, see image below.
- Click 'OK'.
- Any open customer record will need to be closed and re-opened before new fields are displayed.
See Also
- "File" menu
- System Data - Users
- System Data - User Profiles
- Customers
- Command Window
- Khaos Control overview