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.
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
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 - Sage Pastel Accounting Consultant
www.accountingsoftwaresupport.co.za
neville@accountingsoftwaresupport.co.za
IronTree Online Solutions
"Give every person more in use value than you take from them in cash value."
WALLACE WATTLES (1860-1911)
geraldenek (08-Feb-12)
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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