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Managing Customer Groups

As part of managing the customer groups, you can perform the following tasks:

Viewing Customer Groups​

To view all the customer groups in the system, navigate to Customer > Customer Groups. The following screen appears that displays all the customer groups:Customer Groups

Viewing Customer Group Details​

Click anywhere on the customer group's record that you want to view. The following screen appears that shows all the associated details under the Info and Customers tabs:Customer Groups

Editing Customer Group​

  1. Click on the Edit button under the Info tab. The following screen appears:Edit Group
  2. Make the desired changes. You can edit the Group Name and Description and select the customers you want to associate with this group from the Customers drop-down list.
  3. Click Save.