Main Window - Clients Tab

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THE MAIN WINDOW - CLIENTS TAB

The Clients tab is where the list of clients can be found. It consists of:

a grid view which lists all of the clients
a search bar at the top of the list view - this search bar operated the same is the search bar on the Catalogue tab - see Searching for a Catalogue Item for further details.
an area beneath the grid view containing a number of buttons to perform various actions

The button bar at the bottom changes depending on which role is currently active (Standalone Edition only) - see Changing Roles for further details on roles. The Clients tab is not visible at all when operating under the Catalogue Browser role. When running the Database Edition, the visibility of the Clients tab is dependant on the settings in User Security.

Here is an example of the Clients tab when all features are available:

Searching, Grouping and Sorting

For details on how to use the grid itself, including how to sort by different columns, group by column values, and filter visible rows by values, refer to the section on Searching for a Catalogue Item.

Available Buttons

Not all buttons are available for all roles. The buttons available for each role are described below. Note that the Clients tab is not visible at all when operating under the Catalogue Browser role. Some headings are clickable for further information about that button.

Check In / Check Out role (Standalone Edition), or when "Allow Viewing of Clients" is selected in User Security (Database Edition)

View Client - this allows the user to view the information for a client, but not change it. It will show the Client Dialog.
View Client's History - allows the user to view the history for the chosen client.
Find Using Scanner - allows the user to find the client by scanning the client's barcode.
Export to Excel - clicking this button will either send the grid data to Microsoft^® Excel, or if Microsoft^® Excel is not installed it will prompt the user to save to a local file. Whatever sorting, grouping or filtering is active at the time will determine what is sent or saved.

Super User role (Standalone Edition), or when "Allow Editing of Clients" is selected in User Security (Database Edition)

New Client - this allows the user to add a new client into the system. The user will be presented with a blank Client Dialog ready for data entry.
Edit Client - this allows the user to edit the information for a client. It will show the Client Dialog.
Delete Client - this allows the user to delete a client.
View Client's History - allows the user to view the history for the chosen client.
Find Using Scanner - allows the user to find the client by scanning the client's barcode.
Print Client Cards - allows the user to print client cards. Multiple records may be chosen to print more than one card at a time.
Export to Excel - clicking this button will either send the grid data to Microsoft^® Excel, or if Microsoft^® Excel is not installed it will prompt the user to save to a local file. Whatever sorting, grouping or filtering is active at the time will determine what is sent or saved.