How to Use Customer Groups

Overview

Use customer groups to categorise your customers by what type of customer they are, such as domestic, industrial, commercial, etc. This is useful for searching and reporting on specific customers.

Customer groups are different to customer profiles, which categorise customers according to the quality or maturity of your relationship with the customer. Learn more in How to Use Customer Profiles.

You can only assign one customer group per customer.

In order to view content or perform actions referred to in this article you need to have the appropriate permissions enabled in your security group. Go to System A screenshot of a schedule icon with a grey calendar icon and an arrow. > Setup > Security Groups and access your security group to update your permissions. The relevant security group tab and specific permissions for this article can be found here:

Customer Groups

A screenshot of a customer group being created.

To create a customer group:

  1. Go to System A screenshot of a schedule icon with a grey calendar icon and an arrow. > Setup > System Setup > Customer Groups.
  2. To make Customer Group a mandatory field, switch the toggle ON.
  3. Click Create Customer Group.
  4. Enter the customer group Name, for example, 'Domestic', 'Commercial'.
    • This appears on the customer card file when assigned.
  5. Click Create.

A screenshot of the Customer Group drop-down in a customer card.

To assign a customer to a group:

  1. Go to People A screenshot of a schedule icon with a grey calendar icon and an arrow. > Customers.
  2. Click the customer or create a new one.
  3. In the Profile tab, click the Settings sub-tab.
  4. Select from the Customer Group drop-down list.
  5. Click Save and Finish.

Learn more in How to Create Customers.

To delete a customer group, click the A delete icon with a red circle and a white minus symbol. icon next to the group you would like to delete.

To delete multiple groups, select the check boxes next to the group you would like to delete and click Delete.