Edit Group

You can add or remove customers in a group from Corporate logon.

To edit a group, follow these steps:

NOTE:  Customer Group is only available from Corporate Logon, and User needs a security role set up with Group privileges.

  1. At WashConnect® logon, select Corporate.
  2. On the Customers menu, select Group.
  3. Double-click the group from the list

-or-

Click to select the Group, and then click the Edit button. .

       
  1. To add or remove the customer from the Group, click the check box for each individual customer under the Customer Listing.
  2. Click the Save button.
  3. From the Customer Groups list, you can view the customer group, the number of customers in each group, and the Profiles they are used in.

To delete a Customer Group, follow these steps:

  1. At WashConnect® logon, select Corporate.
  2. On the Customers menu, select Group.
  3. Click to select the customer group from the list.
  4. Click the Delete button.
  5. If you receive the "Are you sure you wish to delete this customer group?" message, click OK.
    The deleted Customer Group will appear in the Closed status listing.
       

 

 

 

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