After the initial setup of an inquiry group, admin users in SARA can modify the inquiry group by adding, removing, and replacing customers in an inquiry group.
Editing the Inquiry Group
Log in as an Admin user.
Navigate to Admin Master Files Customers.
Select the desired customers by manually selecting them using the checkbox, or by selecting the Select All button located on the toolbar to mass update customers.
Click the Edit Selected button located on the right-hand side of the toolbar.
To modify an inquiry group, enable the Inquiry Group Type checkbox.
Here, you will be presented with three options:
Add - This will add the customers to whichever inquiry group is chosen to the right
Replace -This will add the customers to whichever inquiry group is chosen to the right and remove them from any other they may be assigned to
Remove - This will remove the customers from whichever inquiry group is chosen to the right
Once the type has been changed, select the Inquiry Group drop-down to select the group that the changes will be applied to.
To save the changes made, click the purple Update button.