Customer Groups: Difference between revisions
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List of fields displayed: | List of fields displayed: | ||
* Code - Group Code | * ''Code'' - Group Code. | ||
* Name - Group display name | * ''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. | 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 | Adding a new record can be done by opening the detail panel and clicking the {{Button|New}} button - all fields are required. | ||
Use the | 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|150]] | ||
[[Category:Organisation Data|030]] | [[Category:Organisation Data|030]] | ||
[[Category:CTL-TMS Reference Guide|100]] | [[Category:UG 331692 CTL-TMS Reference Guide|100]] | ||
[[Category:Incomplete|{{PAGENAME}}]] | [[Category:Incomplete|{{PAGENAME}}]] |
Revision as of 12:59, 31 October 2019
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: If you do not save your work, your changes will be lost