Search Results Actions

On the search results page, there are many different options for handling customer groups and units.

Below is a breakdown of the buttons on the search results page and their corresponding action.

Customer Group Actions

 Edit Customer – Allows you to view and edit the customer group information

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Add New Unit (Auto, Boat, Mfd Home, Placard, and Dealer Tag respectively)

 Delete Customer – Only usable by supervisor/administrator, deactivates a customer group

 View/Edit Flags – Allows you to manage the customer group level flags

Unit Actions

   Select Unit – selects a specific unit that you will be performing a transaction on

   Delete Unit – Deactivates the owner record for that unit and customer group

   Create New Group – Starts the new group creation process and moves the selected unit into that customer group.

   View/Edit Flags – Allows you to manage the owner flags

Special Actions (located above search results)

   Group Move – Allows you to move units between groups, unavailable for placards