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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.