Customer Groups

Customer groups allow you to group customers under a category.  For example, if you have customers from various locations and would like to categorize them by location, this feature will allow you to do this.

  1. Click Customers on the left.
  2. Then click Manage Groups.
  3. Then click New Group on top.
  4. Then enter a name for the new group.
  5. You will now see your new group listed on the left.
  6. Next, click All Customers, then check the box for any Customers that you would like to add to your group.
     
  7. Then click Add to Group on the top right and select the group from the dropdown list.  All of the selected customers will be added to your group.

Submit a Request

Submit your support questions here.
We'll be in touch as soon as possible

SUBMIT REQUEST

Got Questions?

We’re here to help. Call us and speak
with a Customer Support Representative.

CALL US

TOLL FREE(800) 601-0230 x3

TOLL(805) 563-1520

BACKUP(805) 426-0404


FAX FREE(800) 771-3821

FAX TOLL(805) 569-3821

Send your Feedback

Let us know how we can improve.
We’re always happy to hear from you!

SEND FEEDBACK