There is no way to link the customer group to the branch. But a customer group can have the same name as a branch. Then, verify that the customers in the database have chosen the customer group that matches the branch name to which they have been assigned.
Overview
These steps assume the user doing them will have the proper permissions to complete them.
Steps:
- Log into SedonaOffice > Click on SedonaSetup > Click on Setup Processing/AR > Check the Activate Customer Group Security by User > Select a "Default" branch to be used when entering accounts.
- Once the options have been activated, Click Users (this step will need to be done for all users) > Click on one of the users > Click on the Customer Groups Tab > Select all the customer groups that the user is allowed access.
- These groups should be paired with the Branch. Like the example below, only users who have Customer Group OH will be able to view the information on this customer.
