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 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 right hand side of the page
- A new modal will open
Select a Parent Group in the drop down selector ,then type the name of your group in the text input field
Click the ''Save' button
- Your new group will now be saved and you can start assigning clients to it.