Customer Group

 

 

 

How to get there: Program Menu > Configurations > Customer Configurations> Customer Groups


 

Customer Groups allows you to group customers based in group titles you set up.  You can setup anything that you would like to group customers such as Out of State, New Construction, Remodel, etc.

 

 

 

To remove the Customer Group, click on the line description, and check the box to make it inactive.