Using Customer Groups

Group listings are used in Contacts to group customers together, with Groups used as a Contacts search results filter. Groups can have set popup messages that are seen first thing when a group member is brought up in Point of Sale. Creating a New ...

Published Jan 28, 2021 Updated Apr 19, 2026 808 views
Customers and Loyalty Contact Management
Download Word
  • Group listings are used in Contacts to group customers together, with Groups used as a Contacts search results filter.
  • Groups can have set popup messages that are seen first thing when a group member is brought up in Point of Sale.

Creating a New Group Listing

  1. Go to Manage > Store Configuration > Table Editor > Groups
  2. Click Add More
  3. Enter Group Name and related Popup Message if desired.
  4. Click Update to save.

Editing and Deleting Group Listings

  1. Go to Manage > Store Configuration > Table Editor > Groups
  2. Edit the required fields or to delete, click the Delete icon next to the appropriate group listing.
  3. Click Update to save your changes.

Was this article helpful?

Thanks for your feedback!

More in Contact Management

Contacts in Orchid POS Merging Duplicate Contacts Create a Customer Account for a Business Add a New Customer Turn Off All in One Customer Popup in Point of Sale

More in Customers and Loyalty

Loyalty Program Setup SMTP Setup Guide Emails from Orchid POS Create a Membership Email a Group of Customers