There are times when RMR for a customer needs to be grouped together instead of showing separately. Then if the scenario changes where those groups need to be separated again, this document shows the steps on how to complete that task.
Overview
This document assumes the user must have correct permissions needed to perform the steps needed. These steps can be completed using version 6.2.0.x.
Steps:
- Open the customer – Click on the Site – Click on Recurring
- The RMR is grouped into 2 different groups. To undo the groups, Right click on one of the Items – Click Edit
- In the Recurring Edit Window – Click on Sub Item Of Dropdown – Select the blank top option – Click Save
- This will remove the RMR from the group and show the item separately
- Do the same thing for all RMR items that will no longer be in group
