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Managing Subgroup Demographics

Paige Freeman
  • Updated

The subgroup Demographics screen displays information specific to subsidiaries, companies, and other user-defined subgroups that are important to your organization.

To edit subgroup demographic information:

  1. From the Profile Info tab on Subgroup Summary, select Demographics.
    The Demographics screen displays.
  2. Click the edit pencil icon in the top right corner to edit the demographic information.
  3. Change the Constituent Class or Constituent Status, if necessary.
  4. Select the Staff Range from the drop-down menu.
    The values are populated based on the codes defined for the non-fixed CUS STAFF_RANGE system type.
  5. Select the Revenue Range from the drop-down menu.
    The values are populated based on the codes defined for the non-fixed CUS REVENUE_RANGE system type.
  6. If necessary, set the Allow to Place Order toggle to YES.
    When set to YES, the subgroup can place an order.
  7. Click Save.