If you have many customer groups, you can gather them in sections, e.g. by location or corporate agreements. The sections are shown on the page 'Customers' and when you choose a customer group, e.g. in quick book.

The feature is switched on under Settings > General > Advanced settings, the tab 'General' under 'Back-end' (see Back-end).

Create a section

Click 'Customers' in the menu and click 'Create section'.

(1) 'Section name': E.g. 'Corporate agreements'.

(2) 'Create': Creates the section.

Move customer groups to a section

(1) Tick the column 'Mark' on the far right for the customer groups to be moved. Scroll the table to the right to see the column.

(2) 'Move marked to section': Choose the section.

(3) 'Update': Moves the customer groups.

(1) 'Create section': Create more sections.

(2) The section with its customer groups. Customer groups without a section are shown under 'Not in section'.

(3) The cogwheel: Edit the name of the section, or delete it.