Customers – Manage Groups

Customers – Manage Groups

Article Contents:-


This article contents how to Manage Groups of the customer. 

Step- By -Step:-

Step 1:  Click on "Customers" Tab from the header of the window.
Step 2:  Click on "CRM" button from the left row of the window, then select "Manage Groups" where you can see a list of already created groups. 
Step 3:  If you want to Add or Remove customers from those groups then click on the "Manage Group" button of that group. The system will generate a new "Manage Groups" window.



Step 4: Click on "Add customer" to add new customers to a group. Select the customer then click on the "Next" button. The customer will be added to the group.

Step 5: Click on "Group List" to see the list of customers and if you want to remove the customer click on the "Remove" button. 

 Step 6:  Click on the "Edit" button to change the group name and if you want to delete click on the "Close" symbol button.




    • Related Articles

    • Customers - Manage Groups - Add Customer to a Group

      Article Contents: ​ This portion summarizes how to Manage Groups and Add Customers to a Group. Step-By-Step: Step 1:  Click on the CUSTOMERS Tab (1) from the header of the window. Click on CRM (2) from the left row of the window, then select Manage ...

    • Customers - Create Group-Manage Groups

      Article Contents: This article gives step-by-step instructions on how to create and manage Groups. Step-By-Step: Step 1: Select the CUSTOMERS module from the module navigation menu.  Step 2: Click CRM from the left row of the window. Step 3: To ...

    • Customers - Creating A New Flag

      Article Contents: This article contains step-by-step instructions on how to set a new flag for customers. Step-By-Step: ​ Step 1: Select the CUSTOMERS module from the module navigation menu. Next, select Customer from the left side of the window. The ...

    • Customers - Link Customer Class to Customer.

      Article Contents: This article contains step-by-step instructions on how to link a Customer class to a Customer. Step-By-Step: Step 1: Select the CUSTOMERS module from the module navigation menu, then click on Customers in the left-hand menu. Step ...

    • Customers - Create A New Email Campaign

      Article Contents:This article summarizes how to create a new Email Campaign. Step-By-Step: Step 1: Click on the Customer tab (1) from the header of the window. Select CRM (2) from the left row of the window, then select Create Email Campaign tab (3). ...