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Overview

What it does:
  • Defines named groups for customers (e.g., “Retail,” “Wholesale,” “Distributors,” “Key Accounts”)
  • Enables assigning each customer to one or more groups
  • Simplifies filtering, reporting, and applying group-level defaults (pricing, payment terms)
Prerequisites
  • At least one customer record exists under Selling > Customer

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1.0 Create a New Customer Group

  1. Navigate to Selling > Setup > Customer Group > New Customer Group
  2. Fill in the form fields:
    • Group Name: e.g., “Retail Customers”
    • Parent Group (optional): choose a higher‐level category if you’re building a hierarchy
    • Description (optional): notes on the group’s purpose or criteria
  3. Click Save
Use intuitive names (e.g., “Enterprise Clients,” “Online Shoppers”) so that reporting and filtering are self-explanatory.

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1.1 Edit or Rename an Existing Group

  1. Go to Selling > Setup > Customer Group > Customer Group List
  2. Click the name of the group you want to modify
  3. Click Edit, update fields (Name, Parent Group, Description), then Save
Renaming a group does not affect historical reports, but it will immediately reflect in any active filters or dashboards.

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1.2 Assign Customers to a Group

  1. Navigate to Selling > Customer > Customer List
  2. Click on a customer’s Name to open the record
  3. In the Customer Details section, find Customer Group
  4. Select one or more groups from the dropdown (use Ctrl/Cmd-click for multiple selections)
  5. Click Save
To assign multiple customers at once, use Tools > Data Import and update the “Customer Group” column in the CSV template.

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1.3 Deactivate or Delete a Customer Group

  1. Access Selling > Setup > Customer Group > Customer Group List
  2. Click the group you wish to retire
  3. To deactivate (soft delete), check Disabled and click Save—this preserves historical assignments but prevents new use
  4. To permanently delete (hard delete), ensure no active customers remain in that group, then click Actions > Delete and confirm
Effectively managing Customer Groups in the CGIC App helps you segment your client base, apply consistent settings, and produce focused reports—empowering your sales, marketing, and finance teams to make better decisions and deliver tailored service.