Use this screen to manage customer groups. A customer group is a simple property which can be assigned to specific customers, allowing you to then treat those specific customers collectively as a group. As such, customer groups do not have any properties other than a name.

Select (if available)

Assign the selected customer group to the customer record.


Click this button to add a new customer group. You will be prompted for a group name.


Select the customer groups you wish to remove, and click this button.


Use this button to change the name of the currently selected customer group.

Additionally, the following functions are available from the Customer Group menu:

Find Customer Group

Select this option to open the Find Customer Group window. From here, enter the group name you want to search for to locate it in the list.

Find Next Customer Group

Select this option to find the next customer group in the list with the last term searched for, or use the shortcut F3 to locate the next group in the list.