Customer groups(for provider)

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A Customer group allows you to create a special group of customers for particular needs. For example, you can give discounts to the whole group of customers at a time, rather than to a single customer.

In this module you can create a new group, edit and delete the existing ones, view the list of the group members and give them discounts.

Module «Account groups»


Image:T-bullet.gif View a list of customer groups
Image:T-new.png Create new group
Image:T-edit.png Edit group
Image:T-delete.png Delete group
Image:T-group.png Group member
Image:T-discount.png Group discount management

View a list of customer groups

  • ID - group unique identifier.
  • Name - customer group name.

Create new group

To create a new group, click the "New" icon and fill out the following form:

Module «Account groups»
  • Name - enter the name for the customer group.
  • Assign to the group automatically upon registration - select the check box to automatically assign a newly created customer to this group.
  • Priority - provide a priority to assign customers to this group. Groups with the same priority are equal.

Conditions:

  • Project - choose a project which customers will be assigned to this group.
  • Country - choose a country which customers will be assigned to this group.
  • Status - choose a status of a payer that will be assigned to to this group.
  • Custom conditions - provide any other conditions according to which a customer will be assigned to this group. Conditions should be provided as follows: [parameter name][condition][checking value] with each value specified in a new paragraph

Edit group

To edit a group, locate the group you wish to edit, click the "Edit" icon and modify the settings you want to change.

Delete group

To delete an account group, select it from the list and click the "Delete" icon. Confirm that you wish to delete the group by clicking OK on the following form.

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