Selection criteria

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This module can be used to provide customer selection criteria that will be used to assign customers to a specific group. For example, you can specify a project, country or customer's status. If met, a newly registered customer will be automatically assigned to this customer group.

Module «Account groups»
Image:T-back.png Back to the previous page
Image:T-bullet.gif View a list of conditions
Image:T-new.png Add new condition
Image:T-edit.png Edit condition
Image:T-delete.png Delete conditions
Image:T-copy.png Copy condition

View a list of conditions

  • ID - condition unique identifier.
  • Description - conditions that are used to assign customers to this customer group.

Create new condition

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

Module «Account groups»
  • 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 (company, sole proprietor or individual).
  • Custom conditions - provide any other conditions. When met, the 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 condition

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

Delete condition

To delete a condition, 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.

Copy condition

To make an exact copy of a condition, select the one you need and click the "Copy" icon. The selected condition will be copied on the list.

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