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Managing my clients
Client groups
Add, edit or delete a group of customers
Add, edit or delete a group of customers
Anthony avatar
Written by Anthony
Updated over a week ago

Add a group

Add a group Manually

In the "Clients" menu in your back office, click on "Manage groups" and then click on "Add a group".

Once your group has been added, you can then assign it to customers by simply clicking on the "+" button in the Group column for the customer or customers affected, or directly on their customer record by clicking on "Edit".

If your ERP is connected to AZEOO, all the products (defined on your ERP) assigned to your customers are synchronised on your AZEOO account.

To do this, you need to integrate the groups automatically :

Add a group automatically (if ERP is connected)

In the "Clients" menu in your back office, click on "Manage groups" and then click on "Add a group". In the "Type of connection" section, select "Automatic", then select the products (group) from your ERP that you want.

Edit a group

From the backoffice, in the "Clients" tab, click on the "Manage groups" button, then click on the pencil icon in front of the group to edit.

Editing a group simply allows you to change the name.

Delete a group

From the backoffice, in the "Clients" tab, click on the "Manage Groups" button, then click on the trash can icon in front of the group to be deleted.

Deleting a group of customers does not in any way delete the customers themselves on your AZEOO account.

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