Customer Groups

Customer Groups


You can make groups to organise your customers into categories such as Designers, Ad Agencies, Government etc.

To do this, go to the 'Customers' menu at the top of the screen and select 'Customer Groups':

 


 



Here you can create a customer group:

 

 

 

Enter the name of the group and make ‘Type’ ‘Select’. Click ‘Create’.:

 


 

 

Now at the bottom of the screen you can select the group from the drop down list. Then from the list on the right, you can add a customer to that group:

 


 

The customer will now show as part of that group.

 


 

 

From within the customer details, at the bottom of the screen you can see what group that customer is linked to:

 


 

 


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