Wall 2 Wall Customer Database

Keeping in contact with our future

Help Remember Me

User Name	Password

Table of Contents

Security

How To Log In

Changing your Password

Advanced Search Options

Update Customer Screen

Add Customer Screen

Security

The Wall 2 Wall contact management system cannot be used without first logging in. Once logged in your abilities within the system will be limited by what the rights the administrator has given you. Buttons will not show on the screen if you do not have the right to use them. For example, if you don't have the right to delete suppliers, you will not see the delete button on the supplier's Address Card.

How To Log In

You can log in using the Security Controls on every page header. You can also log in using the regular log in page. Either way, you must first be logged in to be able to see any information on the site.

If you do not have a user name, you must contact the system administrator to have one created for you. The administrator can also give you the rights that you need to view, edit, delete, or create new entries.

You can tell if you are logged in by looking at the login area of the page header. If you are logged in there will be a log out button and instead of user name and password boxes you will see the message 'Welcome [your user name]'. If you are idle on the system for an extended period of time, you will be required to log in again to continue what you were doing. If you were in the middle of updating or adding information you will loose all unsaved changes to the information.

Changing your Password

There is a link in the security area of the page header that will allow you to change your password in the system. After clicking this link you will be presented with a screen that will allow you to change your password. You MUST know and be able to enter your old password in order to change your password.

When you are presented with the change password page, simply enter your old password in the first box. Then enter your new password in the next text box. In the last text box, reenter your password to confirm that that are no typos in your password. Then click the UPDATE button to update the password. If the old password was correct and the new password meets the complexity rules, you will be presented with a password change complete page. At this point you must log back in with the new password to continue to use the system.

If you are unable to change your password, read the instructions that are presented when you try to update. Usually that will give you a clue as to what is wrong. If you still cannot get your password to change, contact your administrator for assistance in changing your password.

Using the system

Customer List Screen

Using the Grid

Notice that there is a grid view showing basic information for People and Companies that are considered our customers. There are a few things that you need to know about this grid.

To see the detail of a particular person, click on their name:

The same goes for the company name. Simply mouse over a company name and click the name to see the details for that company.
To sort, simply click the header of the column that you want to sort by. For example, to sort by company name click the Company Name header. The first click on it will sort ascending (A to Z) the second click on the same header will reverse the sort (Z to A).
If you have the correct permissions you can use the grid to add Companies. To do this you must first search for the company. If no company is found then you will be presented with the add company button:

This ensures that the company does not already exist in the database. Simply click on the New Company button and it will take you to the Add Company Screen. More information about that screen is found in the Add Company section of this help file.

The Search Utility

To use the search utility on the customer list screen, simply fill out the text boxes with the information that you would like to search for. For example if you want to search from XYZ Corp then simply type in 'XYZCorp' in the Name/Company Name text box. If you would like to limit the search to a city or a state or a zip then type in the name of the city or state or zip in the City or State or Zip text box. Note that most states are abbreviated in the system (ID for Idaho). If there is something in both the Name and the City State Zip boxes then the system will search for a company or person by that name in that location. If you want it further filtered by type then you can use the Type drop down to select a type of person to display.

Advanced Search Options

There is a area of the search utility that is used to select advanced options on the search. To see the advanced options simply click the and the advanced options will be shown. Below is the advanced options shown:

There are currently only one advanced option to select, the Match Type Option. It has three options. They are:

Exact: This is the default way to search. If this is selected, the system searches for EXACTLY what is typed in the text boxes. This will search with the spaces in between the words and all. So 'Big D' in the Name box would find only companies whose name contains exactly 'Big D' (note: upper and lower case do not matter, it will find lowercase and uppercase matches that have 'big d' in the name) . This option is applied to both text boxes when it is selected.
Any: This will search for ANY of the terms found in the text boxes. The words are split apart and searched individually. So 'Big D' would find any company that has either 'big' or 'd' in the name. The only thing to note about this is that it still filters by the City State Zip and Type selections. So for example suppose your search looked like this:

Notice that there is multiple search terms in the name and the City State Zip boxes. There is also a selection in the Type drop down. This search would search for anyone (or company) that has 'steve' OR 'john' AND that lives in 'pocatello' OR in 'ut' AND is an architect.
All: The All option will require that the fields have ALL the words found somewhere in them. For example:

This finds all the entities that have both 'jim' AND 'school' in their name. Notice that since the text box searches both Company Name and Person Name that the terms can show up in either to be counted. This works the same way with the City State Zip box, however I cannot think of a reason to use it there. I guess you could search for all zips that start with 83 and that have a state of ID (that is all of ID so I don't really know what you would be gaining there).

Company View Screen

The company view screen has a company card and a list of employees that are contact people for that company. The company card is as shown:

It displays all the detail for the company. If you notice there are a few link buttons on the lower right side of the card they are Edit and Delete. If you do not have permissions to perform these actions you will not see these links on the card. To edit the information on the card, simply click the edit link. To delete the company completely, click the Delete button. (WARNING!!! if you delete the company and it still has employees attached to it, you will cause problems in the database. PLEASE delete all the contacts for the company BEFORE deleting the company).

Under the company is the employee list:

Notice that this company has more than 10 employees. To see more employees, use the pager control at the bottom of the list. For example you could click on 2 to see the 2^nd page of results (11-20).

Also if you have the rights, you will see an 'Add a Customer' link underneath the employees list. This is the only way to add a contact to the company. Use this link to add a contact to the company. After clicking this link you will be presented with the Add a Contact screen.

Edit a Company

Simply fill out the form with the updated information and click Update. If you want to cancel the update and cancel the changes, click the Cancel button.

Add A Company

To add a company you must first use the search utility in the customer list to try to search for the company. If the company is not found and you have the correct privileges you will be presented with a New Company button.

Once you click that button you will be redirected to the Add Company screen. The screen has a blank company card on it. Simply fill it out and click the Insert link at the bottom to add the company to the database.

If you want to cancel the insert of a company in the database click the Cancel button.

Customer View Screen

The customer view screen has a customer card and the information for that customer's company.

To updated or delete the customer, simply use the links found at the lower right of the customer card. To view the company that the customer works for click the company name.

Update Customer Screen

Simply change the information in the customer card and click the Update link. Click Cancel to cancel the edits.

Add Customer Screen

There is only one way to insert a customer into the database. You must first find the company and look at the View Company screen. At the bottom of the screen under the employee list that there will be an Add a Customer link.

Click that link to get to the Add a Customer Screen.

Simply fill out the card and click the Insert link. Click the Cancel link to cancel the edits.