Using Customer Groups

Using Customer Groups

  • Group listings are used in Contacts to group customers together, with Groups used as a Contacts search results filter.
  • Groups can have set popup messages that are seen first thing when a group member is brought up in Point of Sale.

Creating a New Group Listing

  1. Go to Office > Back Office Settings > Table Editor > Groups
  2. Click Add More
  3. Enter Group Name and related Popup Message if desired.
  4. Click Update to save.

Editing and Deleting Group Listings

  1. Go to Office > Back Office Settings > Table Editor > Groups
  2. Edit the required fields or to delete, click the Delete icon next to the appropriate group listing.
  3. Click Update to save your changes.

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