- Press the Customer tab.
- Select customers from the list.
- Select Add to Group from the action menu. Press GO.
- On the following page, select Existing Group and select a group from dropdown, or select New Group and create new group.
- Press the Add to Group button.
- On the Customer tab, customer can be filtered by groups using the "User Group" drop down.
- On the customer's General Page, the group(s) that the customer is part of will be noted.
- View and manage existing groups from the Customer menu item "User Groups".