Customer Groups
The Customer Groups section allows you to view and manage groups used to classify customers within the platform.
Figure 1. Customer Groups list
Customer Groups List
The list displays the main information for each registered group.
Identifies the customer group.
Displays the description associated with the group.
Indicates whether the group is active.
Available Actions
Allows you to locate customer groups within the list.
Allows you to register a new customer group.
Allows you to modify the information of the selected group.
Allows you to delete the selected group.
Create Customer Group
The Create Customer Group option allows you to register a new group.
Figure 2. Create Customer Group
Allows you to define the name used to identify the group.
Allows you to add a description associated with the group.
Allows you to enter additional information about the group.
Allows you to define whether the group is active.
The Name field is required.
Actions
Creates the customer group using the entered information.
Saves the current record and starts the creation of a new one.
Closes the form without creating the customer group.
Once created, the group becomes available in the Customer Groups list for viewing and management.