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Former Member

Customer groups

Hi ! I should pick up cards in association with customer groups. Do I have set  groups before make a cards? How do I associate a group with cards ?

Thanks in advance,

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    Former Member
    Oct 29, 2015 at 11:38 AM

    HI

    If the intention is importing Business partners from excel file, You don't need to create the card groups before you import the excel file. the system will open the automatically.

    in the file you should write the name of the group you will get the number of the group during the creation

    If you are creating it manually ,  you should define the groups first.

    shachar

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