Add a Cost Group for Fee Estimates

You can add cost groups that will be available for use when you build service profiles for fee estimates.

To add a cost group, complete the following steps:

1. From the Ajera CRM Navigation menu, click Configuration > General > Fee Estimate Groups.
2. Click the Cost Group tab.
3. On the grid toolbar, click Insert.
4. In the Code field, enter a code for the cost group. After you create and save a cost group, you cannot change the code. To change the cost group code, delete the cost group and add it to the grid again with the new code.
5. In the Description field, enter the cost group description. After you create and save a cost group, you can change the description information for that group.
6. Click Save.