Customer Category - Modify Static Group- CAS

Owned by Former user (Deleted)
Last updated: Mar 08, 2017 by Kristy Sherman
1 min read


Overview

You can use this to change the name of a group, remove or designate it as a VIP group, or to change the attached Price Book


Details

Select the Customer Category you wish to modify and press show, this will bring up the same screen that is used to create a Customer Category, the user can now modify the name, VIP classification, or attached Price Book.


Access

System Admin and Financial Roles


Navigating to Modify Customer Category:


Modify Customer Category Screen: