Creating/Modifying Customer Groups
2. Do one of the following:
◦ To view a customer group record: Click the View Details button (
).
).◦ To create a customer group: Click the New button (
).
).◦ To modify a customer group: Click the Edit button (
) for the customer group.
) for the customer group.The New/Edit/View Customer Group page appears.
3. Complete general information for the customer group in the top half of the page. [view field definitions]
4. On the Customers tab (in the lower half of the page), you can add customers to the group or remove customers from the group.
 | A customer can only belong to one customer group. |
To add customers to the customer group:
Click the Add Customers button (
). The Find Customers page appears. Select the customers you want to add to the group and click 
. The Customer Groups page reappears and the newly added customers are listed under the Customers tab.
). The Find Customers page appears. Select the customers you want to add to the group and click . The Customer Groups page reappears and the newly added customers are listed under the Customers tab.To remove customers from the customer group:
Select the customers you want to remove from the group and click the Delete button (
). A window appears asking you if you are sure you want to remove the selected customers. Click OK.
). A window appears asking you if you are sure you want to remove the selected customers. Click OK.5. Click .
.