Customer groups and customer types

Customer groups

Customers → Customer groups (needs the manage customer groups permission) gathers customers that share a manager or fees.

• A customer can take the group's values: Apply group fees (plus its own Additional fees) and Use the group's account manager.
• A group that still has customers cannot be deleted; Disable Group instead.

Customer types

Administration → Customer types (administrators) is a simple classification. The type is shown as a column and offered as a filter on the customers list.