Groups

madmoneymike5 · Post by **madmoneymike5** » Mon Apr 18, 2016 3:38 pm

What do you guys use "Groups" for under the Customer tab -> Market -> Group #1, Group #2, etc?

madmoneymike5 · Post by **madmoneymike5** » Tue Apr 26, 2016 4:56 am

...I guess none of you use Groups? LOL

Rich · Post by **Rich** » Tue Apr 26, 2016 5:01 am

LOL, actually I was like "what the heck is he talking about?"

madmoneymike5 · Post by **madmoneymike5** » Tue Apr 26, 2016 5:09 am

I'm talking about this... (click on the picture to expand it)

: Image1.png (70.54 KiB) Viewed 7102 times

...which leads to this...

: Image2.png (13.57 KiB) Viewed 7102 times

Rich · Post by **Rich** » Tue Apr 26, 2016 6:58 am

Yah, I looked it up with info from your first post. Guess I had never seen it B4, and I was at a loss as to what it was for.

Still am....

madmoneymike5 · Post by **madmoneymike5** » Tue Apr 26, 2016 7:19 am

There's a video about it, but I'm still not clear as to how it could potentially be useful in our shop. Just trying to use the software to its fullest.

Sauvageaus · Post by **Sauvageaus** » Tue Apr 26, 2016 7:55 am

This might be big for us to use, we do jobs from CEP which is all state funded ( non taxed ) but if we can put in the customer info like normal but select Group and have CEP and have it so its tax exempt that would be great.

Not exactly sure if that's what the Group would do?

timbre4 · Post by **timbre4** » Tue Apr 26, 2016 8:42 am

The Group setup was added a long time ago and has not really been developed any further. It has nothing to do with customer settings or tax status; it was designed as marketing to customers based on their group affiliations.

Sauvageaus · Post by **Sauvageaus** » Tue Apr 26, 2016 9:20 am

timbre4 wrote:The Group setup was added a long time ago and has not really been developed any further. It has nothing to do with customer settings or tax status; it was designed as marketing to customers based on their group affiliations.

Dang, well is there a different option so I can place Customers under thing like CEP and have it tax exempt for future jobs?

timbre4 · Post by **timbre4** » Tue Apr 26, 2016 9:35 am

You have the capability now to define any customer record to be non-taxable as well as all their vehicles or some portion of their vehicle records.

Sauvageaus · Post by **Sauvageaus** » Tue Apr 26, 2016 9:45 am

timbre4 wrote:You have the capability now to define any customer record to be non-taxable as well as all their vehicles or some portion of their vehicle records.

Yeah I know how to do that part of it, but is there a way other than putting these customers under something Called CEP so I know they're connected? Could put CEP as Company, but only can have 1 person under last name/first Name.

timbre4 · Post by **timbre4** » Tue Apr 26, 2016 9:55 am

To borrow Rich's idea (in our 20th Anniversary Manager SE Tips booklet), use the Membership # field!

madmoneymike5 · Post by **madmoneymike5** » Tue Apr 26, 2016 11:15 am

timbre4 wrote:...it was designed as marketing to customers based on their group affiliations.

What kind of group affiliations did you guys have in mind when this was originally developed?

timbre4 · Post by **timbre4** » Tue Apr 26, 2016 11:16 am

If you open the Groups Setup screen you'll see what we populated it with back then.

madmoneymike5 · Post by **madmoneymike5** » Tue Apr 26, 2016 12:06 pm

...mine is empty? (We inherited our database from another company two years ago whose owner passed away and we took over, so, not all is 'factory.')

timbre4 · Post by **timbre4** » Tue Apr 26, 2016 12:11 pm

More or less this:

ricmorin · Post by **ricmorin** » Tue Apr 26, 2016 12:18 pm

Here's mine......

: group.png (4.09 KiB) Viewed 7053 times

Don't ask me what the codes mean. I'd have to kill you after.

madmoneymike5 · Post by **madmoneymike5** » Tue Apr 26, 2016 1:09 pm

Interesting Ric. Thanks Tim.

Ric, do you actually use these? If so, exactly how? I mean, what steps do you take in the software to put these to use? Also, do you use them in SocialCRM?

ricmorin · Post by **ricmorin** » Tue Apr 26, 2016 2:23 pm

We set them up a decade ago. The idea was to get a better view of who are best customers were, but as Tim says it's never been developed much so there's little reporting available. With 5.9 I used to do mine own queries. We seldom use them anymore.

Sauvageaus · Post by **Sauvageaus** » Wed Apr 27, 2016 11:08 am

timbre4 wrote:To borrow Rich's idea (in our 20th Anniversary Manager SE Tips booklet), use the Membership # field!

Thanks Tim that will help

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