Customer Groups: Difference between revisions
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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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[[Category:Organisation Data]] | [[Category:Organisation Data]] | ||
[[Category:UG 331692 CTL-TMS Reference Guide|220-{{PAGENAME}}]] | [[Category:UG 331692 CTL-TMS Reference Guide|220-{{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 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