The Upsilon Customer Categories grid allows you to browse, filter and sort the Customer Category records that you have created within the Upsilon Customer Categories option.

Toolbar

Toolbar Item	Description
	The Quick Search option can be used to quickly filter the grid. NOTE: Fields searched by the Quick Search option are Category Reference and Description.
	Add new record.
	The search button can be used if a more detailed search is required.  Using this option the grid can be filtered by any value in any field.
	The Export button is used to export the grid records to an external, downloadable data file.  Supported file formats are MS Excel, CSV and XML.  At time of export there are also options to specify which columns are included in the exported data along with other file type specific options.
	The Settings button can be used to customise the column layout of the grid by adding or subtracting grid columns.  The status of the grid can also be saved so that the required grid status can be loaded again at a later time.
	Refresh the grid.
	Calls context sensitive help system.

The business types form allows you to add, edit, save or delete records.

Toolbar

Toolbar Item	Description
	Add new record. NOTE: When in Add mode the form toolbar buttons will be replaced with Add and Cancel buttons.  Add will add the new record and Cancel will return the form to Edit mode.
	Save the current record.
	Delete the current record. NOTE: The system will not allow deletion of a Customer Category if it is in use within the customer module.
	Call the context sensitive help system.
	Return to the calling grid.

Mandatory Fields