Manager Forum

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

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

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

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

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....

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.

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?

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.

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?

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.

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.

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

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?

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

...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.')

More or less this:

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

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?

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.

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

Thanks Tim that will help