Create a Customer Group

Customer groups are used to maintain groups of customers that have specific parameters in common.

For integration with Anthology Student, it is necessary to set up a default customer group that is used when a customer account is created and linked to the new student record.

To create a customer group, perform the following steps:

1. Click Accounts receivable > Setup > Customer groups.

2. Click New to create a new customer group.

3. In the Customer group field, enter a unique identifier for the customer group.

4. In the Description field, enter an optional short description for the customer group.

5. Enter values in the appropriate fields.

6. Click Save and close the form.