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
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.