Client groups

In this section you can set up customer groups. In the first column you have the customer group name and the second column show the customers in the selected group and in the third column you find a list of all customers. One customer can only be in one customer group at any one time, to avoid double revenue reporting in various job related finance reports.

Create a customer group
You can create a new customer group by clicking this button.

Delete a customer group
And you can delete a selected customer group by clicking this button.

Edit the title
If you want to change the name of a customer group you can click this button.

 

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