Quick! The customer is on the phone. He wants to know his balance, and has his checkbook in his hand. Now, what is that Customer ID code? Can't remember? Then get his telephone number and you can quickly and easily look him up using RLT - Lookup Customer By Whole Phone Number. Plus, this enhancement works in the A/R and Sales Invoicing/Order Entry modules to let you lookup a customer by their entire telephone number!

Before the new enhanced lookup will display, a new option, Rebuild Keys, must be run. This process creates special auxiliary files that contain record pointers to your customer telephone number in Accounts Receivable. Rebuild Keys will sort the record pointers by Telephone Numbers, so that when the enhanced lookup is used, Customer Telephone Numbers starting with the same characters will be grouped together, regardless of the Customer ID.

To run Rebuild Keys, select Set Module Options from the Maintenance programs for Accounts Receivable, then select Set Lookup Options:

+--------------------------------------------------------------------+
|+==================================================================+|
||ARMAINT2         Maintain A/R Options            COMPANY ID: SP   ||
||07/10/96        Software Professionals, Inc.     GENERATION #: 62 ||
|+==================================================================+|
|                                                                    |
|           +=========== Program Options ===========+                |
|           |  O - Set Module Options               |                |
|           |  P - Set Printer Assignments          |                |
|           |  L - Set Lookup Options               |                |
|           +=======================================+                |
+--------------------------------------------------------------------+

After selecting Set Lookup Options, the following screen will display:

+--------------------------------------------------------------------+
|+==================================================================+|
||ARMAINT2             Set Lookup Options          COMPANY ID: SP   ||
||07/10/96         Software Professionals Inc.     GENERATION #: 62 ||
|+==================================================================+|
|                                                                    |
|                 +======== Lookup Options ==========+               |
|                 |  R - Rebuild Keys                |               |
|                 +==================================+               |
+--------------------------------------------------------------------+

Rebuild Keys will normally only be run when first installing the enhancement. The amount of time required for this process varies depending on the size of your customer files and your hardware/software configuration. For other cases when this option must be executed, see documentation for RCK -Enhanced Customer Lookups.

After creating special auxiliary files with Rebuild Keys, Lookup Customer By Whole Phone Number will be available whenever F2 Lookup is used at a Customer Id field. When F2-Lookup is pressed, the following menu will appear:

                   +=========== Lookup Options ============+
                   |  P - Peachtree Default Lookup         |
                   |  T - Telephone Lookup                 |
                   +=======================================+

If you have other Lookup Enhancements, they will also be shown on the above menu. If Telephone Lookup is selected, you will be prompted for the Starting Key, which is long enough to enter the entire phone number, as shown below:

       +===============================================================+
       | Enter starting key: 404/555-1212                              |
       +===============================================================+

If a starting key of 404/555-1212 was entered, the following lookup might display:

+ Telephone == Customer Name =========== Customer Address 1 ====== CustID =+
| 404/555-1212 Charles A. Gray           3211 Summerville Road     GRAYC   |
| 404/555-1213 Kathy Henderson           77 River Road             HENDEK  |
| 404/555-1214 James R. Holloway         98 Pleasant Valley Road   HOLLOJ  |
| 404/555-1215 Michael H. Johnson        123 Oak Street            JOHNSM  |
| 404/555-1216 Elizabeth A. Jones        3456 Pleasant Road        JONESE  |
| 404/555-1217 Joanne Marshall           432 St. John Blvd.        MARSHJ  |
| 404/555-1218 Joel S. Miller            67 Andrews Drive          MILLEJ  |
| 404/555-1219 Thomas C. Mitchell        654 Covered Bridge Road   MITCHT  |
| 404/555-1220 Bill Parker               789 Sunset Drive          PARKEB  |
+==========================================================================+

The Telephone Lookup will display all items sorted by Telephone Number starting with the entry you have made, or at the beginning of the file if the starting key is left blank.

Use the arrow keys to highlight the desired customer and push Enter to select it. Push Escape to exit without choosing a customer. Push PageUp to see customers that come before those displayed in the box and push PageDown to see customers that come after.

Please note that an upper case letter is different than a lower case letter. When telephone numbers are sorted, all upper case letters come first and then come lower case letters. The sorting sequence for letters and numbers is as follows:

    1234567890ABCDEFGHIJKLMNOPQRSTUVWYZabcdefghijklmnopqrstuvwyxz

If you are trying to look up a telephone number, you should enter the letters in the same case as you originally entered the telephone number.

For even more dynamic Lookup boxes for Accounts Receivable, REL - Expanded Customer Lookup can be combined with this enhancement to customize your F2 Customer lookup to display exactly the information you need to see! Great for checking Customer Balances, Credit Limits, or Last Payment information. You can customize options to display from over 40 different fields! For more information on this powerful tool, see documentation for REL - Expanded Customer Lookups.