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Customer Groups

Groups help you organize customers by category, making it easier to filter, report, and apply bulk actions.

Common Use Cases​

  • VIP Customers - Your most valuable clients
  • Retail vs Wholesale - Different pricing tiers
  • By Location - Regional grouping
  • By Industry - Segment by business type
  • Payment Terms - Net 30, Net 60, etc.

Creating a Group​

1. Go to Customers​

Click Customers in the left menu.

2. Access Groups​

Click Groups or Manage Groups (location varies).

3. Create New Group​

Click Add Group and enter:

  • Group name (e.g., "VIP Customers")
  • Description (optional)
  • Color (for visual identification)

4. Save​

Click Save to create the group.

Adding Customers to Groups​

From Customer Profile​

  1. Open a customer profile
  2. Find the Group or Tags field
  3. Select one or more groups
  4. Save

Bulk Assignment​

  1. In the customer list, select multiple customers
  2. Click Actions → Assign to Group
  3. Choose the group
  4. Confirm

Using Groups​

Filtering​

In the customer list, use the group filter to show only customers in a specific group.

Reporting​

Run reports filtered by group to analyze:

  • Revenue by customer segment
  • Payment patterns by group
  • Activity by category

Bulk Actions​

Apply the same action to all customers in a group:

  • Send a promotional email
  • Apply a discount
  • Update payment terms