Delete Customer Groups

Delete Customer Groups

This file will guide you through the steps to delete a customer group from the software.
Info
Customer groups can only be deleted if they have no contacts attached to them
The number of contacts assigned to a group will show next to that group on the right-hand side. Should you wish to delete a customer group that has contacts assigned, you will first be asked to select a new group to assign those contacts over to.
Info
As default, we have set main groups with default sub-groups in each one to help you organise contacts. These groups are set as default in the system and cannot be deleted or renamed.

To delete a customer group, follow these steps:

  1. Click on the Settings cog in the top right of your database
  2. Select Customer Groups (under the Contacts header)
  3. You will now see the main default customer groups and subcategories
  1. To delete a group you have created, simply click on the trash icon to the right of the group
  2. If there were contacts assigned to the group, a new page will open advising: "Because this group has members attached, you must select a new group to assign these members to"
  1. Select a new group in the drop-down selector and click Yes
  2. The group will now have been deleted and the contacts will have been added to the new group