Customer Group dialog box: options and information

In the Customer Group dialog box, you can add or edit a customer group name. By grouping your customers with a common identifier, you can view and analyze your financial results in more detail.

Open the dialog box

  1. On the Company menu, point to Manage Support Lists, and then click Customer Group List.

  2. In the Manage Customer Group dialog box, click Add or Edit.

    Dialog box options

    The dialog box contains the following options.

Option

Description

Customer Group

(Required.) Type or edit the customer group name.

Related topics

About support lists

Add or edit data in support lists

Remove data from support lists

Create a customer record

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