Customer Groups

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:

  1. Click the Settings tab.
  1. Select Master List.
  1. Select Customer Group from the drop-down list. The list of Customer Groups is displayed.
  1. Click Add.
  1. Enter a new Customer Group name and click Ok.
  1. 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.


Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Please sign in to leave a comment.