Customer groups
This option allows you to set up to two Reporting groups for your Customers. Customer groups allows you to group or categorize the Customers accounts on which you would like to report. You could possibly have Cash Customers, Retail Customers, and Dealers.
To set reporting groups for Customer accounts:
1.On the Setup ribbon, select Groups. The Groups (Account group 1 (default)) screen will be displayed.
2.Click on the Customer group 1 button. The Customer group 1 screen is displayed:
3.If you wish to rename the Reporting group name - Customer group 1, over-type the description with your new description. This will change the description of the button for Customer group 1.
4.To add a new Group to the root directory or list, select the REPORTING GROUP ROOT on the list and click on the New button.
5.Enter the name of your Customer group 1 and click on "REPORTING GROUP ROOT" on the list.
6.Repeat the process until you have entered all the Customer groups, etc.
7.If you need to add Reporting group 2 for Customers, click on theCustomer group 2 button and repeat the process as for Customer group 1.
8.Click on the OK button to save your changes and close (exit) this screen.
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You may click on the Print button to print a list of your customer groups. |
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You may set colors to display on the Customer accounts List screen. To do this, click on the Backcolor button to set the rows background color and the Fontcolor button to set the Font color. |
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