2.4 Customer Groups

The customer groups is used to group a set of customers that fall under similar categories. You can organize your customers into groups. A customer can be added to multiple groups.

• • Login to your portal as an Admin.

  • On the navigation bar scroll over Customers>> Customer Groups

Fig 10.1 shows the Navigation for Customer Groups

• • Click on “Create New Group”

  • Enter a name for your group

  • Enter a description for your group

Fig 10.2 shows the details of the form customer group

• • Select the Customers that are needed to be grouped from the list under “Customers” as below

Fig 10.3 shows how to select the customers for your customer group

• • Click “Save”

  • Your Customer Group is now created

  • You can create multiple Customer Groups in the system with different Customer Group names.

• A customer can be part of more than one Customer Group as well.