Before creating a customer list in Astra Schedule, it is recommended that you first create a list of Customer Groups. Customer Group is a customer field that categorizes customers for reporting purposes. Examples include Student Group, Alumni Association, Community Organization, Faculty and Staff, etc.
To create new Customer Groups:
- Click the Settings tab.
- Select Master List.
- Select Customer Group from the drop-down list. The list of Customer Groups is displayed.
- Click Add.
- Enter a new Customer Group name and click Ok.
- The new Customer Group entry will appear on the list.
The delete icon to the left of the entry removes a Customer Group from the list.