Manage Customer Group Window

See Also

Detailed MOVRS Window Descriptions

Add Adjustment Window

Add Correspondence Log Window

Add Customer Managed Plate Window

Add Customers to Group Window

Add Customers to List Window

Add Insurance Window

Add Make Window

Add Model Window

Add/Release SI Prequalifier Window

Add/Release SI Window

Add Row (Paper) Window

Add Row (Plate) Window

Append Note Window

Approve Title Window

Cancel Title/Ownership Window

Cancel Title Prequalifier Window

Cancel Title Registration Notice Window

Change Delivery Address Window

Change Password Window

Choose Correspondence window

Corrected Title Prequalifier Window

Corrected Title Window

Create Followup Window

Create Notify Window

Create Personal Window

Custom AutoFilter Window

Customer Group Search Window

Customer List Search Window

Customer Maintenance Window

Customer Managed Plate Window

Customer Reports Window

Customer Signatures Window

Delete Note Window

Dispose Plate Prequalifier Window

Dispose Plate Window

Document Manager Window

Document Search Window

Duplicate Identification Window

Edit Note Window

Edit Plate Prequalifier Window

Edit Plate Window

Enter Your Annotation Window

Error Worksheet Window

Exception Case Filter Window

Exception Case Maintenance Window

EZ Registration Renewal Prequalifier Window

EZ Registration Renewal Window

Finalize Transactions Window

Forward a Message Window

Generate Credentials Window

Get Plate Window

Insert Plate Window

Inventory Reports Window

Issue Disabled Placard Window

Issue Permit Prequalifier Window

Issue Permit Window

Junking Certificate Prequalifier Window

Junking Certificate Window

Lock Box Registration Renewal Form Window

Make Search Window for MOVRS

Manage Customer List Window

Manage Inventory Window for MOVRS

Manage Merge Customer Candidates Window

Manage Orders Window

Manage Permit Prequalifier Window

Manage Permit Window

Manage Title Pending Print Form

Manage Vehicle Description Prequalifier Window

Manage Vehicle Description Window

Management Reports Window

Message Detail Window

Move/Split Window

New Note Window

NMVTIS Vehicle Inquiry Window

Non-Transferable Registration Prequalifier Window

Non-Transferable Registration Window

Notes Management Window

Order Special Plate Window

Override Request Window

Plate Prequalifier Window

Plate Reports Window

Plate Search Window

Print Replacement Title Window

Profiles Window

Property Tax Adjustment Prequalifier Window

Property Tax Adjustment Window

Property Tax Segment Select Form

Receive Orders Window

Reconcile Title Window

Recreate Title Prequalifier Window

Recreate Title Window

Refund Registration & Property Tax Prequalifier Window

Refund Registration & Property Tax Window

Registration Renewal Prequalifier Window

Registration Renewal Window

Reinstate Registration Prequalifier Window

Reinstate Registration Window

Replace Title Prequalifier Window

Replace Title Window

Reply to a Message Window

Reprint Registration Prequalifier Window

Reprint Registration Window

Reserve Plate Window

Respond to a Request Window

Review Approved Groups Window

Salvage Prequalifier Window

Search Correspondence Window

Search Customer Managed Plate Window

Search Pending Title Window

Search User Window

Search WIP Window

Security Permissions Window

Select County Org/Office window

Select Ownership Window

Select Permit Window

Select Registration Window

Send to Queue Window

Sequence Plate Numbers Window

SI Application Manager Window

SI Application Prequalifier Window

SI Application Search Results Window

SI Application Window

Similar Vehicle Search Window

Special and Sample Order Plate Approval Window

Special Interest Collector Number Window

Status History Window

Suspend Registration Prequalifier Window

Suspend Registration Window

Title and Registration Prequalifier Window

Title and Registration Window

Title Batch Print Configuration Window

Title Batch Reprint Window

Title Reports Window

Title Search Window

Transaction Search Window

Update Registration Prequalifier Window

Update Registration Window

Vehicle Maintenance Window

Vehicle Reports Window

Vehicle Sales Tax Adjustment Prequalifier Window

Vehicle Sales Tax Adjustment Window

View Note Window

View Transaction Sets Window

View VINA Results Window

Void Ownership Window

Void Registration Prequalifier Window

Void Registration Window

Void Title Prequalifier Window

Warnings Worksheet Window

Web Registration Renewal Window

Work Management Control Panel Window

Manage Customer Group Window

Purpose

Use the Manage Customer Group window to add or edit a customer group, to assign customers to a group, and to remove customers from a group. Use customer groups to affiliate related customers (for example, bank branches).

Navigation

To open the Manage Customer Group window to add a new group:

On the Customer menu, select Manage Customer Group.
On the Customer Group Search window, click Add Customer Group.

-OR-

To open the Manage Customer Group window to edit an existing group:

On the Customer menu, select Manage Customer Group.
On the Customer Group Search window, enter parameters to find the group you want.
Click Search.
On the Results tab, double-click the group you want to edit.

Detailed Description

Manage Customer Group window element descriptions

Window element	Usage
Group #	Displays the system-assigned number of the active group.
Group Name	Enter or edit the name of the group.
Group Type	Click the kind of group, such as Corporation, Dealership, Fleet, and so on.
Effective Date	Displays the date when the group became active.
End Date	If the group is to remain active for a finite amount of time, enter the date when the group will no longer be active.
Customer Affiliations	Customer #—Displays the system-generated number of the corresponding customer in the group. Legal Name—Displays the legal name of the corresponding customer in the group. Residency Address—Displays the primary address of the corresponding customer in the group. Affiliation Type—Click the kind of connection the corresponding customer has with the group, such as Corporate Office, Corporate Officer, Owner, and so on. Head of Group—Click to designate the corresponding customer as the leader of the group. Only one customer can be assigned as the head of the group at any one time. Effective Date—Enter the date the customer became a member of the group. End Date—If the customer will not remain a member of the group, enter the last date of the customer's membership in the group. When the customer is removed from the group, a record of the customer's association with the group is saved for historical records.
Add Row	Click to open the Add Customers to Group window and add a customer to the group.
Delete Row	Click to remove the selected customer from the group. You can delete a customer from the group in this way only before you save the customer with the group. If the customer is saved with the group, you must enter an end date to remove the customer from the group.
Show Current Only	Click to show current members of the group only and to hide members whose membership in the group has ended.
Save	Click to save the group and close the window.
Cancel	Click to close the window without saving.