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10.4.1. Customer Group

To create a new Customer Group, select the NEW button. The following screen will appear:

Create New Customer Group

Tip

Create your Customer Groups using a logical, hierarchical structure. This will make it easier to retrieve Customer Group information in the future.

When creating a new Customer Group, you are presented with the following options:

Name

Enter a name to identify the Customer Group.

Description

Enter a description to identify the Customer Group.

Member Customers

Display lists Customers who are members of the Customer Group.