NOTE: You will need to have configured Impact to support customer groups first.
Customer groups in WEBcnx use the configuration of the Impact database to define the relationships between customers and the customer groups they belong to. You can find out more about using Customer Groups in Impact here. If customer group support has not yet been added to Impact, an Impact administrator should follow the instructions detailed in the article How to configure customer groups.
How to configure WEBcnx to support customer groups
- Define which column in the CUSTOMER table is used to indicate if the record represents a customer group. In Administration > Maintenance > Database Administration select the CUSTOMER table in the table list and select the Relationships page. In the Customer Groups section, select the appropriate column used for storing the group data, this is usually CS_ISGRP
NOTE: For performance reasons, the table data is cached on logging into WEBcnx. As you've made a change to the table list by selecting the customer group, you will need to log out of WEBcnx and log in again to reload the list.
- Configure the Database Window for customer groups. Select the [CUSTGRP] pseudo table in the table list (no actual customer group table exists but we do still need to create database windows for customer groups a pseudo table is therefore shown in the table list to allow these to be designed). Database Windows can now be created. It is recommended that at least a default summary database window is added with basic customer group information.
Dashboards
Once the customer groups have been configured, they can optionally be added to an existing or new dashboard widget area. If you have a lot of customer groups, this can make it easier for users to manage them.
Creating customer groups
If you want users to be able to create customer groups, you must first add the customer group list to a dashboard widget, see Dashboards above for details on how to do this. There are then 3 separate custom actions used for managing customer groups:
- Create > Customer group. This allows those users with this custom action to create a new customer group. There is only one custom action location available on the Customer Groups View (the one you added to a dashboard)
- Add > Customer Group. This allows users with this custom action to add existing customers to the currently viewed customer group from the Customers list.
- Remove > Customer Group. This allows users with this custom action to remove an existing user from the currently viewed customer group. It does not delete the customer. The removed customer will still be selectable as an independent customer that doesn't belong to any customer groups.
An example customer group containing a summary database window and custom actions for adding and removing existing customers from the customer group
