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To set chapter prompts

  1. From Customers, select Set up module > General, and click Basic Options to open the Customer Setup - Basic Options window.
  2. Click Edit.
  3. Enter a Chapter Prompt for tracking customers who belong to a particular chapter.
  4. (Optional) Enter a prompt in the Group 1 Prompt, Group 2 Prompt, and Group 3 Prompt fields. The prompts you define display between the Name and Short Note/Address fields on the Set up chapters window (from Customers, select Set up tables > Chapters). These groups allow you to specify and maintain hierarchies among your chapters, which facilitates targeted mailings and reporting. Examples of groupings include countries or regions, states, and counties and cities.
  5. Click OK.

Sample chapter prompts defined on Customer Setup - Basic Options window displaying on Set up chapters window

See Also

Setting up Chapter Management

Defining chapter codes


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