Customer Category - Modify Static Group- CAS

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: