Categorise Customer Groups

You can now assign a Menu category to a Customer Group, so related lists sit together under one heading in the Customers menu.

That keeps campaign, loyalty, and operational groups easy to scan as your list grows. Categories only organise navigation — they do not change who is in the group or how it syncs.

Open a group, go to Settings, choose an existing category or create a new one, then select Save category. Category headings appear in the Customers menu once you have more than eight groups. See Managing Customer Groups and Customer Groups.