Customer Groups

You can add your customers to groups that you will create.

You can create as many customer groups as you want.

You can add a customer more than one group.

From the menu under the Customers tab, select Customer Groups.

Group Name of existing customer groups and Number of Customers in the group will be listed.

You can sort customer groups by Group Name and Customer number. Click the column title you want to sort.

You can use the search box to search between groups.

Create new Customer Group

Click to Create button.

Enter Group Name and click to Create Group button.

Note: Customer Group Name is only information that you can see. Your customers will not see the group name. For this reason, you can write the name of the group differentially for yourself.

Add to Group

On the Customers main page, select your customers and choose Add to Group from the menu under the Group button.

Edit Customer Group

Select the customer group you want to edit and click on the Edit icon. The records you select will go through the editable view.

Click the Save icon to save your changes.

Delete Customer Group

On the main screen where the customer groups are listed, click the Delete icon while the group(s) you want to delete is selected.