Customer Subscriptions & Customer Grouping
Is there a way to group customers (color code or category)? It would be nice to be able to offer the option of yearly packages to customers instead of a per session charge. The only issue I can see is being able to differentiate (at the time of initial contact) between those who have a subscription and those who don't.
Thanks for reaching out! The answer here is “Yes” and “No”. Let me explain…
If you’re using the desktop app (Win32), you can sort by color code, or any other heading. Many folks use this to group computers together.
If you’re using the modern app (Win8/10), you can also sort to group PCs together. Additionally you can use the search box to narrow down the PCs in your list.
The fields (name, company, phone, etc) are arbitrary. Some folks will use a naming convention or put the computer name int he “Company Name” field, for example.
No matter which option you choose, I think these options should solve what you’re trying to do.
If it doesn’t, reach out again and I would be happy to assist further.