Customer Groups

The customer group serves as utility that helps to logically group or categorize customers within a particular organization. These customers may be grouped or categorized based on the kind of services they are subscribed to in an organization. An organization can have as many customer groups as they want.

Navigating through the customer groups submodule#

Navigating to the customer groups section#

To navigate to the customer groups submodule, from the homepage of the ERP, on the side bar navigation locate the “CRM” module and click on it, you will see a list of drop down menus, select the “Records” sub menu in the dropdowm menus, you will have the records dashboard displayed with different sub modules, now select the Customers groups menu. see image below

Customer groups view#

In the image below you have a centralized list of all customer groups and the company they belong to. You also have a list of commands (highlighted in the image below) above the customer group list that you can use to perform various actions on a particular customer group by selecting the radio button on the left hand side of the customer group name.
Also in the image below you will notice the headers on the table, the code tab shows the name of the customer group of it’s respective company but in abbreviation

Filter and Search#

You can filter the customer groups using the filter button (funnel icon) on the right side of the search bar. You can search for a customer group using the code, you can filter your search by the customer’s company or status etc as shown in the image below.

View Customer group Information#

To view the total information of a customer group, you click on the name of the customer group.

More commands#

On the Customer Information View, you will also notice the three dots (…) after the activate command, you can click on it to access more command options as shown below.

Creating a Customer group#

To create customer group, follow the steps below:

Navigate to Customer group section#

• Navigate to the customer group section under the records sub-module of CRM module: see how to navigate in the section above.
• In the customers section you will see the list of existing customer groups if there are exsisting customer groups and a button named “new” at the top left corner where you have a list of commands. click on the “new” button.

Enter customer group details#

• After clicking the new button you will see the customer group creation form, note: make sure you fill in the form fields and every necessary details as shown in the image below, else the form will fail to save.

Save customer group#

After filling all the necessary details completely, click on the save button to save the customer group information.

• When you use the “save” button, it saves the customer details only and remains on the customer details page.
• When you use the “save & new” button, it saves the customer details and automatically takes you to a page to create another customer.
• When you use the “save & close” button, it saves the customer details and automatically takes you to the customers view page (Where you have the list of customer groups in the ERP)

Activating a customer group#

Whenever you save an entity for the first time, it assumes a pending status (see image below),

To activate the customer group you can either click on the view button: where it takes you to the customer group information view and then you click the activate button as show in the images below:

Alternatively you can also directly activate customer groups from the customer groups list view. This is usually the case when the operator initially clicks on the “save and close”, the app saves the customer group details and then takes you to the customer groups list where you will have to filter for “pending” since newly saved entities (customer groups in this case) assumes a pending status or “all” to spool all entities irrespective of thier status. see image below:

Now, to activate the BDC customer group as shown in the image above, click on the radio button on the left hand side of the BDC customer group and then click on the activate button above on the command bar area. see image below:

After clicking on activate, the status of the newly created customer group changes from pending to active as shown below:

Adding a profile to a customer group#

A profile must be created for a customer group in order to link the customer group to the company that it will reside in within the app.
Note: This step is also very crucial in order to allow successful customer onboarding when creating a customer on the app, because the customer group for the onboarding customer will be required and if there is no matching company profile linked to the customer group, the customer onboaring details will fail to save.

• To add a profile to a customer group, click on the customer group name from the list of customer groups. see image below,

• On the profile tab, click on the new button, see image below:

• Notice that the company field is empty, click on the search icon to choose a company that you would like to link the customer group to.

• Now selected desired company from the list of companies, in this scenario we want to link BDC customer Group to CNINB - Contonso Investment Bank

• After selecting a company, click on the save button.