What Does "Group" Mean When Creating a New Customer?

What is a Group?

"Group" is a way to group different customers together. You can find "Group" near the bottom of the customer form. If you have already created a customer group, you can choose it from the dropdown list of options when creating a new customer. Or, if you need to create a new group for this customer, simply click on the green "create" button and add a new group without needing to navigate away from your customer form!

Examples of a Group:

Group Name: Subway

Customer Name: Subway on Main St

Customer Name: Subway on 2nd Ave

Or

Group Name: City of Portland

Customer Name:Parks and Recreation

Customer Name: Department of Education

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