Visitor Information:

This  menu option allows you to view, update, or delete visitor information.  Select Visitors from the Forms menu within Data Entry to display the visitor form as shown below in Figure 2.26.  

Figure 2.26. 

Adding a Visitor

Click Add Visitor or press F8 to display the Adding Visitor Form as shown below in Figure 2.27. It will used the default city, state, and zip code values set in My Preferences. Enter the required information and click Save to add the visitor or Cancel to return to the visitors list. 

Figure 2.27



Updating a Visitor

Double-click on a visitor in the list to display the Editing Visitor Form as shown below in Figure 2.28.  Enter the required information and click Save to add the visitor or Cancel to return to the visitors list. Delete the visitor information by clicking Delete and answering Yes to the Are you sure you want to Delete this record? prompt.

Figure 2.28

Visitor Search Box

It will display a list of visitors.  You can search using one or more of the inputs within the Visitors Search box by entering the values and pressing F10 key or clicking the Perform Search button. It will refresh the list based on your search criteria.  Clear Grid Filter and Clear Search Criteria buttons will clear out any search criteria entered in the Visitor Search box. 


Filtering Visitors List

Click on any column heading such as Full Name then click the checkbox for the desired values to display just those visitors in the list or enter text to search on.  It works in the same way Members and Families search boxes work.


Grid Layout Views

The grid that displays the list of visitors view can be altered by dragging columns using the column heading to the left or right and then in the Save View entered a name for the customized visitor list view.  The new view will be in the Grid Layout Views list so you can select a different layout view to view the visitors list.  You can also right click on a column header to hide a column or perform other actions such as chose columns, filter, and so on.