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Thread: Pastel help please - categories

  1. #1
    Silver Member geraldenek's Avatar
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    Pastel help please - categories

    Needing some pastel help please....

    How do you set up a specific customer to a category on pastel?

    The mission is to group a few clients to a specific headline on reports.
    Geraldene Kapp
    Professional Tax Help
    www.mytaxhelp.co.za

  2. #2
    Platinum Member Neville Bailey's Avatar
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    Hi Geraldene,

    The first step is to create the various customer categories by going to Edit...Customers...Categories.

    To assign a customer to a category, go to Edit...Customers...Accounts. Then browse to the customer record, and click the "Customer Category" drop-down box just under the Description field and select the category you want.
    Neville Bailey - Pastel Accounting Consultant and Photographer
    neville@accountingsoftwaresupport.co.za
    www.accountingsoftwaresupport.co.za
    View Neville Bailey Photography

    "Give every person more in use value than you take from them in cash value."
    WALLACE WATTLES (1860-1911)

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    geraldenek (08-Feb-12)

  4. #3
    Silver Member geraldenek's Avatar
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    thank you Neville - i looked on the customer account - but could not see this at all
    Geraldene Kapp
    Professional Tax Help
    www.mytaxhelp.co.za

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