Glossary Item Box

Squirrelcart v6.1.0

Adding a Customer to a Group

Overview
There are 2 ways to add a customer to a group. You can do it while on their customer record, OR from the group record.
Adding a Customer to a Group From Their Account Record

  1. Open the Customer record you wish to work with

  2. Locate the Group Membership section

  3. Select the group in the Available Groups box
  4. Click the  link. The selected group will move to the Selected Groups box
  5. Click Save Changes
Adding a Customer to a Group From The Group's Record
  1. Click the Groups menu link
  2. Click on the group you wish to add the user to
  3. Locate the Users in This Group section
  4. Click on the user you wish to add in the Available Customers box
  5. Click the  link. The user you selected will move to the Selected Customers box.
  6. Click Save Changes

 

 

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