SmartViews™

This lab will walk you through searching for Clients with the SmartView™ search screen.  Please keep in mind that SmartViews™ are also available for Orders, Quotes, Jobs, Invoices, Vendors, and more.

1. From the main ServMan screen click on the Clients icon or click on the Clients button at the bottom of the Sales Navigator.
2. Click on the drop down list under the words “Search Criteria” and select “Name”.
3. In the next field on the same row select “Contains”.
4. In the next field type part of a name to search for.  For example you can type Smith and all customers who have “Smith” in their name will be found.  Remember that the name field is used for individual’s names if it is a residential customer and the company name if it is a commercial customer.
5. Press Enter or click on the Start Search button. ServMan returns all clients that match your search request.
6. Right-click on a specific row to see the options available from the SmartView screen.
7. You may double click on a specific row to open and edit the client record.
8. Return to the SmartView™ screen.
9. Underneath the word “Name” there is a drop down list with the selections "OR" and "AND."  Click and select AND.
10. Underneath that field click on the drop down list and select CLIENT->STATE. Note: ServMan allows you to search on any field. You can use the ServMan Data Dictionary report to determine what each of the fields mean.
11. In the next column select either Starts with, Contains, or Equals
12. Enter the two character abbreviation for your state.
13. Press Enter or click on the Start Search button. ServMan returns all clients that match your search request.

You should practice with various criteria on this screen.  Notice that the “Save Settings Menu” button at the top of the screen will let you save your preferred search criteria for each SmartView screen.