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Creating a Customer Group

You can create a customer group to relate any number of customers.

To create a customer group
  1. On the Customer menu, select Manage Customer Group.

    The Customer Group Search window appears.

  2. Click Add Customer Group.

    The Manage Customer Group window appears.

  3. Type the name of the group in the Group Name box.
  4. Select the kind of group from the Group Type drop-down list.
  5. Click Save.

    The customer group is saved, and the window closes. You can now add customers to the group. For more information, see Adding a Customer to a Group.