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Modify Customer Group Settings

Use the Customer Groups window to modify customer group settings.

To modify customer group settings

  1. In the Main Menu window, from the Maintenance menu, click Custom Customer Groups. The Customer Groups window appears.

  2. In the Navigation pane, click a customer group. The customer group settings appear in the Information pane.

Customer Groups dialog box - customer group settings

Display Group on Statistics Console: If selected, the customer group is available for selection in Statistics Console

Display Group in Invoice application: If selected, the customer group is available for selection in Latitude Invoices

  1. In the Information pane, complete the information. The system saves your changes automatically.

Related Topics

Custom Customer Groups