En:Customer groups and selections - Versionsgeschichte

IsabellaTeodori am 8. Oktober 2024 um 07:40 Uhr

2024-10-08T07:40:40Z

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	Whenever a customer only belongs to one or none of the customer groups in the category, the category should be displayed as a dropdown.		Whenever a customer only belongs to one or none of the customer groups in the category, the category should be displayed as a dropdown.
	In the example with the age groups, you will then see a drop-down menu with the label Age group and the customer groups contained therein as options. This makes the selection much easier and much quicker to understand in everyday life.		In the example with the age groups, you will then see a drop-down menu with the label Age group and the customer groups contained therein as options. This makes the selection much easier and much quicker to understand in everyday life.


			== statistic categories ==

			Statistical categories help to make even better use of the statistics.
			For example, the statistical customer group can be used to display how large the share of which customer group is (restaurant, private customer, etc.).
			If you are interested in this topic, please read our corresponding wiki articles [[Lists\|Statistical lists]] and [[Customer group statistics]].

IsabellaTeodori: /* Customer groups - categories */

2024-10-08T07:39:01Z

Customer groups - categories

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	== Customer groups - categories ==		== Customer groups - categories ==

			=== description ===

			Customer groups are a very practical way of storing all kinds of information about a customer. Because the customer groups are so flexible and can also be easily processed further in the selection etc., we often see a large number of customer groups used by our customers. Simply mapping these in a large list then becomes too confusing and error-prone. Customer group categories offer a solution here: you can combine customer groups into one category: For example, you can create an age group category and assign the customer groups 20-30 years, 31-40 years, 41-50 years etc. to this category. These customer groups are then always arranged together in the customer file.

			=== dropdown-function ===

			Whenever a customer only belongs to one or none of the customer groups in the category, the category should be displayed as a dropdown.
			In the example with the age groups, you will then see a drop-down menu with the label Age group and the customer groups contained therein as options. This makes the selection much easier and much quicker to understand in everyday life.

IsabellaTeodori am 8. Oktober 2024 um 07:35 Uhr

2024-10-08T07:35:23Z

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	This can be illustrated using the example of the age of customers. Let's assume we want to have a customer group with our winery that only includes customers who are over 40 years old. We can then create a [[Selection\|Customer selection]] that filters those customers who are at least 40 years old according to this criterion. New people can be added every year, which the selection then automatically recognizes and adds. We can then use the selection to add these customers to a customer group so that we have collected all customers who are at least 40 years old. As these customers will no longer be under 40 from now on, the group will remain until we intentionally add new customers to the group via a selection, for example, making it static.		This can be illustrated using the example of the age of customers. Let's assume we want to have a customer group with our winery that only includes customers who are over 40 years old. We can then create a [[Selection\|Customer selection]] that filters those customers who are at least 40 years old according to this criterion. New people can be added every year, which the selection then automatically recognizes and adds. We can then use the selection to add these customers to a customer group so that we have collected all customers who are at least 40 years old. As these customers will no longer be under 40 from now on, the group will remain until we intentionally add new customers to the group via a selection, for example, making it static.


			== Customer groups - categories ==

IsabellaTeodori: /* difference customer group - selection */

2024-10-08T07:32:35Z

difference customer group - selection

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	== ~~difference~~ customer group - selection ==		== Difference customer group - selection ==

			As already described at the beginning, customer groups are static, whereas the selection is dynamic.

			This can be illustrated using the example of the age of customers. Let's assume we want to have a customer group with our winery that only includes customers who are over 40 years old. We can then create a [[Selection\|Customer selection]] that filters those customers who are at least 40 years old according to this criterion. New people can be added every year, which the selection then automatically recognizes and adds. We can then use the selection to add these customers to a customer group so that we have collected all customers who are at least 40 years old. As these customers will no longer be under 40 from now on, the group will remain until we intentionally add new customers to the group via a selection, for example, making it static.

IsabellaTeodori am 8. Oktober 2024 um 07:29 Uhr

2024-10-08T07:29:01Z

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	Click on the delete icon, <i title="Liste löschen" class="far fa-trash-alt navFont nr fa-2x" style="color:#C60005" ></i> to remove the customer from the customer group again.		Click on the delete icon, <i title="Liste löschen" class="far fa-trash-alt navFont nr fa-2x" style="color:#C60005" ></i> to remove the customer from the customer group again.


			== difference customer group - selection ==

IsabellaTeodori am 8. Oktober 2024 um 07:27 Uhr

2024-10-08T07:27:46Z

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		<br>
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IsabellaTeodori am 8. Oktober 2024 um 07:27 Uhr

2024-10-08T07:27:19Z

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	<embedvideo service="youtube" dimensions="350" alignment="right" >https://youtu.be/CPVTcdO56QU</embedvideo>		<embedvideo service="youtube" dimensions="350" alignment="right" >https://youtu.be/CPVTcdO56QU</embedvideo>
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	== Benefits of customer groups ==		== Benefits of customer groups ==
	Customer groups help you to sort and group customers. This may be of interest to you if, for example, you want to address letters to specific customer groups or carry out statistical evaluations. Compared to the selection, the customer groups are '''static entities''', as explicit and '''manual'''' customers are '''added or removed''' from the group.		Customer groups help you to sort and group customers. This may be of interest to you if, for example, you want to address letters to specific customer groups or carry out statistical evaluations. Compared to the selection, the customer groups are '''static entities''', as explicit and '''manual'''' customers are '''added or removed''' from the group.

IsabellaTeodori am 8. Oktober 2024 um 07:26 Uhr

2024-10-08T07:26:53Z

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	<embedvideo service="youtube" dimensions="350" alignment="right" >https://youtu.be/CPVTcdO56QU</embedvideo>		<embedvideo service="youtube" dimensions="350" alignment="right" >https://youtu.be/CPVTcdO56QU</embedvideo>
			<br>
			<br>
	== Benefits of customer groups ==		== Benefits of customer groups ==
	Customer groups help you to sort and group customers. This may be of interest to you if, for example, you want to address letters to specific customer groups or carry out statistical evaluations. Compared to the selection, the customer groups are '''static entities''', as explicit and '''manual'''' customers are '''added or removed''' from the group.		Customer groups help you to sort and group customers. This may be of interest to you if, for example, you want to address letters to specific customer groups or carry out statistical evaluations. Compared to the selection, the customer groups are '''static entities''', as explicit and '''manual'''' customers are '''added or removed''' from the group.

IsabellaTeodori: /* create a new customer group */

2024-10-08T07:25:16Z

create a new customer group

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	You can also add customers to a group via the corresponding index card (customer file/system), create a completely new customer group as part of a [[selection]] or add an entire selection of customers to an existing group.		You can also add customers to a group via the corresponding index card (customer file/system), create a completely new customer group as part of a [[selection]] or add an entire selection of customers to an existing group.

	Click on the delete icon, <i title=~~“Delete list”~~ class=~~“far~~ fa-trash-alt navFont nr fa-~~2x”~~ style=~~“color~~:#~~C60005”~~ ></i> to remove the customer from the customer group again.		Click on the delete icon, <i title="Liste löschen" class="far fa-trash-alt navFont nr fa-2x" style="color:#C60005" ></i> to remove the customer from the customer group again.

IsabellaTeodori: /* Create a customer group */

2024-10-08T07:24:41Z

Create a customer group

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	Here you can edit the customer groups, view the members, export any group or delete it. You can find out about the function of the symbols from the [[Symbole\|Symbolliste]]		Here you can edit the customer groups, view the members, export any group or delete it. You can find out about the function of the symbols from the [[Symbole\|Symbolliste]]
	or by hovering over the symbols with the mouse. You can also filter by “All groups”, “Active groups” and “Old groups” at the top right.		or by hovering over the symbols with the mouse. You can also filter by “All groups”, “Active groups” and “Old groups” at the top right.


			=== create a new customer group ===
			[[Datei:Kundengruppe anlegen.png\|400px\|miniatur\|create a new customer group]]

			To create a new customer group select: Customer - Groups - Customer groups. <i class="far fa-plus-square navFont ng fa-2x"></i> You will get to the overview on the right.
			Select a group name here (under “Name”) and an optional note (under “Description”). If you create different categories under Customer - Groups - Categories, you can now also assign them. Then click on “Create”. The new group now will appear in the group list.

			Customers can be added to a newly created customer group quickly and easily. After you have created the new group, the program jumps back to the group overview. You can now see which members are in the group by clicking on the group members icon [[Datei:Gruppenmitglieder.png]]
			<br>
			To add new customers, you must go to this overview. You can then add a customer by searching for keywords such as name in the customer search field. You will then receive a list of hits with a green arrow next to each hit. If you click on this arrow, the customer will be added to the group.
			<br>
			You can also add customers to a group via the corresponding index card (customer file/system), create a completely new customer group as part of a [[selection]] or add an entire selection of customers to an existing group.

			Click on the delete icon, <i title=“Delete list” class=“far fa-trash-alt navFont nr fa-2x” style=“color:#C60005” ></i> to remove the customer from the customer group again.