This tab contains system preference information that affects the lookup screen.
Sort order of the customers on the lookup screen when searching by zip code
This field determines the sequence in which QuickFill displays the customer records when you perform a lookup that includes a zip code. The default sequence is 'Zip/Name/Company' which gives you a list sorted by country name, zip code, customer name and then company name. However, if you need the ability to lookup companies within zip code, you can change the sequence to 'Zip/Company/Name', in which case the list is sorted by country name, zip code, company name and then customer name.
This option also affects the sequence in which QuickFill does address matching. For more information see the Address matching topic.
Please note that the 'Lookup sequence' may only be changed when running QuickFill in single-user mode. (Click here for details on single-user mode.) In addition, changing this field requires the updating of match codes for all customers in your database and, for larger databases, this may take a while. We strongly suggest making a backup copy of your database before changing this field.
Color coding of the customers on the lookup screen
Normally QuickFill displays the customers on the lookup screen using black text on an off-white background. You may find it useful to highlight customers with specific characteristics in order to make it easier to find the person you need when doing data entry. For example, you may have lots of prospect records in your database and would like to separate them from the subscribers. Or perhaps you have a publication with mixed paid and controlled circulation and you would like to distinguish between them.
The color coding is specified using a table of colors and characteristics. For each customer QuickFill scans the table from top to bottom testing the customer to see if the characteristics match. If they do, then the customer is displayed using the color specified in that row of the table.
When choosing characteristics for your customers, be aware that many of the categories overlap. For example the same customer can match both "Has at least one active subscription" and "Has at least one subscription that was canceled for non-payment". So place the characteristics that have the greatest important to you at the top of the list.
You do not have to use a different color for each characteristic. So you could assign the color gray to both "Has one or more subscriptions, all of which are inactive" and "Prospect only, has no subscriptions".
The last entry in your list of characteristics should always be "All others". Use this to specify the color for customers who do not match any of the characteristics you listed.
Note: After you change the color coding specifications you must click OK on the Preferences screen, then open a new Lookup tab to see the effects. Existing lookup tabs will continue to use your old color coding scheme.