Customer Groups: Difference between revisions

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(Categorisation of document pages)
(Categorisation of document pages)
 
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{{Warning}} This is an incomplete guide at present.
This is the Customer Groups maintenance page. Customer Groups are used to link the customers together for easier filtering and configuration.
This is the Customer Groups maintenance page. Customer Groups are used to link the customers together for easier filtering and configuration.


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<gallery widths=600px heights=340px perrow=1>
Image:CTLTMS_Customer_Groups.png|''Customer groups maintenance''
</gallery>


<gallery widths=600px heights=350px perrow=1>
Image:CTLTMS-CustomerGroups1.PNG|''Customer Groups''
</gallery>


List of fields displayed:
List of fields displayed:
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Use the {{Button|Save}} button to save the entered or edited details. {{Warning}} If you do not save your work, your changes will be lost
Use the {{Button|Save}} button to save the entered or edited details. {{Warning}} If you do not save your work, your changes will be lost


[[Category:Maintenance|150]]
[[Category:Maintenance]]
[[Category:Organisation Data|030]]
[[Category:Organisation Data]]
[[Category:UG 331692 CTL-TMS Reference Guide|100]]
[[Category:UG 331692 CTL-TMS Reference Guide|220-{{PAGENAME}}]]
[[Category:Incomplete|{{PAGENAME}}]]

Latest revision as of 15:43, 21 January 2020

This is the Customer Groups maintenance page. Customer Groups are used to link the customers together for easier filtering and configuration.

This page starts finding data - enter your query from your configured filter fields.

Results are displayed in a table and are automatically displayed if there are only a few details.



List of fields displayed:

  • Code - Group Code.
  • Name - Group display name.


Editing one of the records can be done by clicking on a row - the selected line data will be loaded into the details panel for editing.

Adding a new record can be done by opening the detail panel and clicking the Button New button - all fields are required.


Use the Button Save button to save the entered or edited details. Warning Warning: If you do not save your work, your changes will be lost