Create and edit groups

What are groups?

Groups let you organise and segment your customer registry. You can use groups to filter customers, send messages to specific segments, create invoices, or set up customer categories for special pricing.

Creating a group

1. Go to Administration > Groups.
2. Click Add in the black bar.
3. Enter a name for the group (e.g. “VIP Members”, “Juniors”, “Corporate”).
4. Add a description (optional, max 1000 characters).
5. Click Save.

Editing a group

1. Go to Administration > Groups.
2. Click on the group name.
3. Update the name or description.
4. Click Save.

Viewing group members

Click on a group to see a list of all customers in that group. You can search and filter within the group.

Deleting a group

To delete a group, click on it and then click Delete. All customer associations with the group are removed. The customers themselves are not affected.

If the group is used in price list conditions or requirement profiles, those references are also removed.

Adding customers to groups

See How to add a customer to a group for detailed instructions.