Use the Customer Group Search window to find customer groups that you want to view or edit.
To open the Customer Group Search window:
The Customer Group Search window is composed of the following:
[ Expand All | Collapse All ]
The Common area has controls that apply to the entire window.
Add Customers to Group window, Common area element descriptions
Window element |
Usage |
|---|---|
Add Customer Group |
Click to open the Manage Customer Group window and add a new group. |
Search |
Active only from the Search tab. Click to search for audits that fall within the parameters you entered. |
Not functional for this window. |
|
Cancel |
Click to close the window without selecting a customer. |
Use this tab to enter search parameters. Enter as much information as you have for the group you want to find. The more information you enter, the fewer search results you will have to sort through.
Customer Group Search window, Customer Group tab element descriptions
Window element |
Usage |
Group # |
Enter the number of the group you want to find. All groups with numbers that start with the parameter you enter, and that also match the other parameters you enter, will appear in the search results. |
Group Name |
Enter the name of the group you want to find. All groups with names that start with the parameter you enter, and that also match the other parameters you enter, will appear in the search results. |
Group Type |
Select the type of the group you want to find. |
Search Option |
Select one of the following:
|
Use this tab to view search results. Double-click a customer group to open the Manage Customer Group window and view or edit group details.
Customer Group Search window, Results tab element descriptions
Window element |
Usage |
Group # |
Displays the system-generated number of the each group in the search results. |
Group Name |
Displays the name of the corresponding group. |
Group Type |
Displays the type of the corresponding group. |
Effective Date |
Displays the effective date of the corresponding group. |
End Date |
Displays the end date of the corresponding group. |
Add Customer Group |
Click to open the Manage Customer Group window and add a new group. |
Search |
Active only when the Customer Group tab is selected. |
Reset |
Active only when the Customer Group tab is selected. |
Cancel |
Click to close the window. |