One of the most powerful features of Customer Wizard is the ability to extract/download information from Oracle and use it as the basis for new information.
There are three methods provided by the Customer Wizard to download existing information into your worksheet from Oracle:
•Method 1 - Use aDownload Formwhich provides multiple criteria for you to target the required customer lists.
•Method 2 – Use theDownload using Sheet Data option and enter multiple criteria into your worksheet to download based on the data entered.
•Method 3 – Use theCustom Query Tab. This feature allows users to run pre-defined queries created by their Administrators where they are assigned to the same Oracle Responsibility being used in the Wizard.
Each method will return data depending on the criteria entered. This provides the ability to download existing customer information into the Wizard worksheet. Information can then be modified to create new customer records or update existing customer records.
Customer Wizard uses many columns, and it is sometimes hard to identify what data goes where. A download is a fast and effective way to illustrate what data goes in what column. Consequently, it is a good idea to use an existing customer as a template for future customers.
