Add an Account to a Functional Account Group

A functional account group allows you to categorize your customers based on some common element such as geography, product, or channel. You can also associate a functional account group to a Secondary Batch Schedule to process customers' accounts at a different time of day.

Note: The Aria Customer Care Portal offers an updated, more refined Account Groups screen. 

Getting Here: Click Accounts > search for an account > Account Overview > Account Groups tab

1. Select the functional account group(s) to which the customer should belong.
   

2. Click Change Account Group(s). A message displays confirming that the change was saved.