How do I set up group codes?

Define group codes for tracking customers.

A group is a category for tracking customers with similar characteristics, features, or functions. You can use a group to track and report transactions. A group code is a word or phrase that describes the character or features of similar individuals or organizations. Use a group code to sort customers for reports and billings.

Examples of group codes:

Direct pay
Equal pay
Home energy assistance
Residential energy assistance

Contents

How do I set up group codes?
1. Adding a group code
1. Changing a group code
1. Deleting a group code

Adding a group code

Create a new record for a group code.

Do this...

1. Open Connect Utility Management > Organization > Group Codes.

2. Click New (CTRL+N).

3. Enter a Group Code.

This is the name assigned to the group code.

4. Click Save (CTRL+S).

The group code is saved.

Changing a group code

You can edit the properties assigned to a group code.

Do this...

1. Open Connect Utility Management > Organization > Group Codes.

2. Use the Look up to enter a group code. Press Enter.

3. Now, change the group code name.

Warning! You can only change the group code name on a saved group code if there are no related transactions.

4. Click Save (CTRL+S).

The group code is updated.

Deleting a group code

You cannot delete a group code when related transactions exist.

Do this...

1. Open Connect Utility Management > Organization > Group Codes.

2. Use the Look up to enter a group code. Press Enter.

3. Click Delete (CTRL+D).

Warning! You can only delete a saved group if there are no related transactions.

The group code is deleted.

Updated on 22Jun2017.