Customer Groups: Difference between revisions

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<gallery widths=600px heights=350px perrow=1>
<gallery widths=600px heights=350px perrow=1>
Image:CTLTMS_CustomerGroups1.PNG|''Customer Groups''
Image:CTLTMS-CustomerGroups1.PNG|''Customer Groups''
</gallery>
</gallery>



Revision as of 10:53, 10 March 2017

Warning 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 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 New button - all fields are required.


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