Categorising customer groups

[jimbell]

We are running SAGE line 50 2012 version 18 on Windows 7
We have 300+ customers listed & plan to import another 200+ in one go due to an acquisition
We would like to categorise the new additions into 2 groups so we can monitor activities on them over the next year
At the same time we would probably like to divide the existing customer base into 2 groups
Eventually giving us 4 groups
What is the best way to do this please
Any help would be much appreciated!

[brucedenney]

There are lots of ways...

The "best" is dependant on a lot of factors

The easiest way to do it would be to use one of the three "Analysis" fields. These are often used to associate customers with regions, sales reps, source, grade, priority, spend and so on.

There are some reports that use them out of the box, the salesmen reporting for example.

You can set the value of these on import, you can also use batch changes to alter them as you go.

[jimbell]

Perfect - thanks for the advice Bruce
We will go with that