Customer Details: User Defined Category

The User Defined Category tab on the customer screen can be used to link the customer record to one or more special categories defined by a user.

 

  1. From the Customer screen, select the User Defined Category tab.
  2. Click the Add (Plus) icon.
  3. Click to select the appropriate category from the list on the right. To select more than one, press and hold the CTRL key when clicking. If necessary, use the Filters (Funnel icon) to filter the list.
  4. Click the Left Arrow [<] button to add the selected category or click the Double Arrow [<<] button to add all.
  5. When finished, click the Close (X) or Collapse (>)button in the selection panel to close/collapse it.  If you collapse the panel, you can use the Expand (<) button to reopen it.
  6. Click the Disk (Save) icon to save your changes.

 

 

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