Customer Groups

This help provides instructions on how to create and manage 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.

1. Select "Add new customer group".
2. Give the customer group a suitable name.
3. Click "Save".

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

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

1. Open the customer group to be deleted by clicking the name of the customer group.
2. Click delete.

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

Frequently asked questions

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

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

Question: How do I delete a customer group?
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?
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

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