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Quick FAQs

How do I assign my Default Sales Account?
How do I add tags to my customers in bulk?
How do I download my Customer Details?
How do I add multiple Ship To or Bill To addresses to a Company?
How do I create a Customer Group?
How to merge my Business Customers/Consumers?
Do all the settings in one Customer Group need to be shared?
How do I create a new Customer Type?
Can we remove duplicate contacts in an account?

Do all the settings in one Customer Group need to be shared?

Yes, there is currently no granularity for the settings. All members of the Customer Group will have to inherit all the settings specified.

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Related articles

How do I create a new Customer Type?
How do I create a Customer Group?
How to merge my Business Customers/Consumers?
Use Customer Groups to manage your Relationships
How do I download my Customer Details?

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