thread How do I add a "group" in the Edit Customer section. in Archived Discussions (Read Only)

How do I add a "group" in the Edit Customer section.

BohoLoba — Sun, 02 Jul 2017 23:10:34 GMT

Trying to find how to add groups in the Edit Customer section. So I can group customers such as Family, Friends, Church, Facebook, Chamber Mixer, ect. Thank you!

Re: How do I add a "group" in the Edit Customer section.

WomenWhoWrite — Mon, 25 Jun 2018 17:49:21 GMT

Did you ever find a solution? I am trying to switch our non-profit membership organization to automated, recurring invoices for their dues payments, but I don't want to have to invoice each member with a separate, but identical invoice. Thanks.