It's possible to do searches
mixing items criteria (invoices, credit notes, payments, ...) and
clients (client code,
collector,
payment profiles, ...) with
multiples controls (equal, different of, start with, is between, ...).
From the
Clients tab, «
Search for a Client » or «
Search for an Item » → click on the
Advance search :
The criteria that you would have already completed in the « simple » search are keeped
The
multi-criteria advanced search allows you to flexibly perform different operations, for example:
- to assign collection scenarios to your customers in mass
- to assign collector or a collegue
- to easily perform custom reports on items and / or customers
- to export data to
Excel
Tips → Once you have completed your search criteria, move from one tab to another (Search for a client / Search for an item) to get either a list of customers or a list of items while keeping the criteria choosen.