Customer groups

A customer group brings together customers who share a price list: resellers, wholesalers, VIP customers. Groups are managed on web.novadesko.com, in the Customers › Customer Groups menu. The desktop and mobile apps do not show groups yet; a customer created there has no group.

What you will do#

• Create a group with a name, a colour and an icon.
• Add customers to it.
• Deactivate or delete a group.

Create a group#

1. Open Customers › Customer Groups on web.novadesko.com.
2. Click New Group.
3. Fill in the properties, then click Create. The message "Group created successfully" confirms.

The group list shows, for each group, its name, its status (Active or Inactive), the number of customers and the Edit and Delete actions. The Search a group… field filters by name.

Add members#

1. Open the group with Edit.
2. In the « Membres du groupe » (group members) section, click « Ajouter un client » (add customer).
3. Type at least two characters of the name, email or company, then choose the customer.
4. Click Update. The message "Group updated" confirms.

A customer belongs to only one group at a time. On their record and in documents, the « Tarif [group name] » (group rate) badge shows the price list applied.

Deactivate or delete#

• Deactivate: untick Group active. Customers already assigned keep their group, but it is no longer offered for new assignments.
• Delete: click Delete then Yes, delete. A group that still has members cannot be deleted; the message "Cannot delete this group: customers are assigned to it" says so. Remove the members first.

See also#

• The customer record
• Create a customer
• Products and services
• Create an invoice