This help provides instructions on how to create and management customer groups in Netvisor. It also explains how to add and name new customer groups.

You can open the view by selecting Sales > Customers > Customer groups.

A new customer group is added from the "Add new customer group" function.

By clicking on the name of the customer group, the following view opens:

If a cost object is defined behind the customer in cost object management, it is also visible behind the customer groups. If you add the desired cost object here, this means that new customers created under this customer group will get this cost object when the customer is created. Nothing will happen to existing customers in this respect. In both cases, the cost object is retrieved from behind the customer and it can be changed there, or if it is empty, no cost object will be retrieved from the customer to the invoice. ​

You can delete a customer group by opening it and clicking delete.

Deletion is not possible if the customer group contains customers. The customers must first be moved under another group.

Question: Where can I find customer group management in Netvisor?
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​ Answer: You can open the view by selecting Sales > Customers > Customer groups.

Question: How do I add a new customer group?
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​ Answer: Select "Add new customer group", give the customer group a suitable name and click "Save".

Question: How do I delete a customer group?
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​ Answer: Open the customer group by clicking its name and click delete. Deletion is not possible if the customer group contains customers.

Question: Why can’t I delete a customer group?
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​ Answer: Deletion is not possible if the customer group contains customers. The customers must be moved under another group before deletion.

Keywords: Customer groups, customer management

*This article has been translated using an AI-based translation tool. The contents or wording of these instructions may differ from those in other instructions or in the software.
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