Add Customer Groups

Add Customer Groups

This file will guide you through the steps to set up your customer groups.

System Groups 

By default, we have set main common default groups with default sub-groups in each one to help you sort contacts. These groups are set as default in the system and cannot be deleted or renamed. You can add your own groups menus to any of the groups. A system group can be determined by the 'no entry' icon in the action column.

Custom Groups

To view and add a new customer group, follow these steps:
  • Go to the main menu and click on Settings cog to go to Setup
  • Click on the sub-menu called "Customer Groups"
  • You will now see the main default customer groups and subcategories

  • To add a new customer group, click the 'Add Group' button on the right-hand side of the page
  1. Select a Parent Group in the drop-down selector, then type the name of your group in the text input field
  2. Click the 'Save' button
  3. Your new group will now be saved and you can start assigning clients to it.