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2010-4Q: SIMPLer: Customer Groups

Some enhancements have been made to this feature in 2014-3Q and are documented here!

1 Overview

Customer groups feature allows operator to create custom group definitions. A customer account can be assigned to multiple groups. The groups than can be used to generate custom searches

2 Customer Groups

Customer groups can be defined from the “Groups” page located in the Customer” section of the “Settings” page in the SIMPLer system.

Figure 2-1 Accessing the “Customer Groups” page

Each group entry is defined by two parameters:

  • Name – (mandatory) unique group name under which it will be represented in SIMPLer. The name paramenter will be used to generate searchboxes
  • Description – this attribute is optional. It can be used to add a description to the group

Note: The feature will remain disabled unless there is at least one group defined under the operator account

Figure 2-2 “Customer Groups” page

3 Customer Page

Customer details” page lists the groups customer is assigned to in the “General” section.

Figure 3-1 “Customer Details” page
 

Groups customer is assigned to can be defined under the “General” tab of the “Modify Customer” page.

Note: Multiple groups can be assigned to the customer account. Click the group names holding the CTRL key to select multiple positions


Figure 3-2 “Modify Customer” page

4 Customer Search

The group parameter can be used to generate customized searches.

Note: If no group is selected the “group” parameter will be left out in the search

Figure 4-1 “Search Engine” page
 
 

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