Deactivating a Customer Group

You can deactivate a customer group by adding an end date. The record of the group is kept as historical data. When you deactivate a customer group, all customer affiliations with the group are ended automatically.

To deactivate a customer group

1. On the Customer menu, select Manage Customer Group.

   The Customer Group Search window appears.

2. Enter search parameters to find the group you want to deactivate.
3. Click Search.

   The Results tab appears, listing the results of your search.

4. Double-click the group you want to deactivate.

   The Manage Customer Group window appears.

5. Do one of the following:
   • Type the date on which you want to deactivate the group in the End Date box.
   • Under End Date, click the Down icon to open a calendar and select a date.
6. Click Save.
7. On the confirmation window, click Yes.
8. Click Save.

   The updated customer group information is saved, and the window closes. The group is no longer be available after the end date, but appears in reports and other historical data.