Learning Outcome

On successful completion of this lesson, students will understand how to create new groups and to how find existing groups.


The Groups section enables you to create or search for Groups of Customers:

Customer Record image v49.1

Adding a New Group

  1. You can add new Groups by clicking the ‘New’ button next to groups.

Customer Record image v50.1

  1. Use the Add and Remove buttons to change the members of each group.

Finding Groups

Click the ‘Find’ button next to Groups to search for groups. Set search criteria in the box that opens.

Back to: EVE Splash > Customers - Level 1