Edit Groups

In this dialog, you can record New groups, change the name of a group or Delete groups for the loaded customer.

 

 

To record a new group, add a group identifier (max. 5 characters) and a group description.

 

 

Members can be assigned to an existing group by marking the desired group in the left-hand window and then selecting in the right-hand window the persons belonging to it (pressing the Shift or Ctrl key). Confirmation with the OK button stores the classifications and simultaneously closes the menu.

When clicking on the Change button the name (description) of a group can be changed.