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Create a Customer Group

Customer groups are a way of grouping together customers that span multiple portfolios and regions. This facilitates viewing work orders and reporting on such customers, which is especially helpful for large customers such as fast food chains, that have locations in multiple states.

To create a customer group, complete the following steps:

  1. Go to Customer > Customer Group Admin.
  2. The Customer Group search screen opens.
  3. Click Add New.
  4. The New Customer Group screen opens.
  5. Click Next.
  6. The Customer Group - Name and Access screen opens.
  7. Enter a name for the customer group in the Name field.
  8. In the Users field, select the users who will be able to view this group. Hold down the Ctrl key to make multiple selections at the same time.
  9. Click the Assign button. The selected users are moved to the "Users able to view this Customer group" field.
  10. Click Next.
  11. The Customer Group - Customer Membership screen opens.
  12. Click the Show All Available Customers link or use the search field to find the customers you want to add to the group.
  13. In the "Available Customers - DBA(Customer Zone)" field, select the customers you want to add to the new customer group.
  14. Click Assign.  The selected customers are moved to the Selected Customers field.
  15. Click Next.
  16. Click Finish.
  17. The new Customer Group then appears on the Customer Group screen when you click the All button or search for it by name.