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Create Customer Groups

To create a Customer Group

  • Click on the Group icon in the lower left of the Customers Tab Window.
  • This will display more options.
  • Click on the Plus sign to add a Group.
  • This will open the “Add New Group” window.   Enter the new group name and click the “Create” button.
  • The group names will be listed in the column to the left of the customer names.