Astra Schedule Help (8.0)

Create Customer Groups

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Create Customer Groups

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Create Customer Groups

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Before you begin creating your customer list in Astra Schedule, it is recommended that you first create a list of Customer Groups. Customer Group is a customer field that categorizes customers for reporting purposes. Examples include Student Group, Alumni Association, Community Organization, Faculty and Staff, etc. To create new Customer Groups, perform the following:

 

1.Click the Master List option on the Settings tab.

 

2.Select Customer Group from the drop-down list. The list of Customer Groups is displayed.

 

3.Click Add.
 

4.Enter a new Customer Group name and click Ok.

 

5.The new Customer Group entry will appear on the list.

 

You may use the delete icon to the left of the entry to remove a Customer Group from the list.