Add categories for customers

You can easily identify groups of customers by adding categories for them.
  1. At the top of the page, click Network to open the Network page.
  2. Click Customers.
  3. To create a new category and add it to a customer:
    1. In the drop-down list next to the customer, select New Category.
    2. Type a name for the category, and press Enter.
    3. Click Save.
      The category is added to the customer, and it appears as a filter in the Categories box.
  4. To add an existing category to a customer:
    1. In the drop-down list next to the customer, select New Category.
    2. Start writing the name of the category, and select it from the list of proposed matches.
    3. Click Save.
      The category is added to the business partner.
  5. To edit the category to change its name or add a description:
    1. Above the Categories box, click .
    2. In the drop-down list next to the category that you want to edit, click Edit.
    3. Edit the name as necessary, or type an optional description.
    4. In the Save drop-down list, click Save.
You can use the categories to filter the customers when you view them.