To set chapter prompts
- From Customers, select Set up module > General, and click Basic Options to open the Customer Setup - Basic Options window.
- Click Edit.
- Enter a Chapter Prompt for tracking customers who belong to a particular chapter.
- (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.
- Click OK.

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