8.10.6. Customer Groups

8.10.6.1. Customer Group

To access the Customer Groups master list, select the "Customer Groups" option. The following screen will appear:

Customer Groups

The Customer Groups master list displays basic information on all existing Customer Groups, including Customer Group name and description.

To the far right of the screen, the following buttons are available:

CLOSE: Closes the screen, returning you to the application desktop.
NEW: Opens screen for creating a new Customer Group.
EDIT: Enables you to edit highlighted Customer Group. The edit screen is the same as that for creating a new Customer Group—except that when editing, the fields will contain pre-loaded Customer Group information. Double-clicking on a Customer Group will also bring you to the editing screen.
VIEW: Highlight a Customer Group and then select this button to reach a read-only view of the "Edit" screen.
DELETE: Highlight a Customer Group and then select this button to remove the Customer Group from the master list.

8.10.6.1. Customer Group

To create a new Customer Group, select the NEW button. The following screen will appear:

Create New Customer Group

Tip

Create your Customer Groups using a logical, hierarchical structure. This will make it easier to retrieve Customer Group information in the future. For more information on matching patterns using Regular Expressions, see Section 1.2.9, “Topic: Pattern Matching with Regular Expressions”.

When creating a new Customer Group, you are presented with the following options:

Name: Enter a name to identify the Customer Group.
Description: Enter a description to identify the Customer Group.
Member Customers: Display lists Customers who are members of the Customer Group.

To the far right of the screen, the following buttons are available:

SAVE: Creates the Comment and adds it to the list of Customer Comments.
CLOSE: Closes the screen without creating the Customer Comment, returning you to the previous screen.
NEW: Opens a searchable Customer list. Select a Customer from the list to add the Customer to the Customer Group.
DELETE: Highlight a Customer and then select this button to remove the Customer from the Customer Group.