Issue/Symptom/Question

Please advise how do I add customer categories in PENTA?

Applies To

Penta for Windows

Service Management > Customer Information > Other Customer Attributes > Customer Categories

Resolution/Fix/Answer

Add Customer Categories by navigating to the Service Management > Customer Information > Other Customer Attributes > Customer Categories window. 

Note: If the window is not visible, have the Security Group setting reviewed to make sure you are authorized to make these updates. 

Steps to enter a Customer Category:

• Click on the Query button to review the existing Customer Categories
• Click on the Insert button at the top of the window to insert a new record
• Add Category, Description and any Guidelines (optional)
• Enter an Effective Date
• Review the check boxes for:
  • Authorized For All OUs
  • Alert Call Taker
  • Active?
• Enter additional categories as needed
• Exit the window to execute