Create Customer Groups

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 on the Setup tab.

 

2.Click on the Master List option.

 

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

 

4.Find the blank entry fields at the bottom of the list.

 

5.Enter a new Customer Group name and description and click Add.

 

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

 

You may use the delete icon to the right of the entry to remove a Customer Group from the list, or use the edit icon to modify the name and/or description.

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