Customers and contacts
Use customer groups
Use this Pixie CRM guide to use customer groups. It covers the navigation path, key controls and the checks that confirm completion.
Where to goSetup → Customers → Customer Groups
Before you startIf the screen or action is missing, ask a Pixie CRM administrator to check your role and whether the relevant module is enabled. Do not work around permissions by using another person’s account.
What this helps you do
This guide shows the supported Pixie CRM route for use customer groups, the values worth reviewing and the checks to make after the action.
Follow these steps
- Open Setup → Customers → Customer Groups in Pixie CRM.
- Confirm the record, date range, filter, customer or staff context that the screen is currently showing before interpreting the result.
- Review the controls that matter for this task: Group name, Description, Customer membership.
- Work through Use customer groups using the supported view or action, keeping the current filters and record context visible.
- Confirm the result against the record, activity history, report output or status shown by Pixie CRM before relying on it.
Fields and controls to review
Group name
Description
Customer membership
Checks before you finish
- Search for an existing customer before creating another.
- Verify primary contact and business email before portal access.
- Keep billing and shipping details aligned with the source.
- Review ownership and client-visible permissions after saving.
Permissions and record safety
Keep the change accountable.Use the least destructive action available, work inside your authorised role and preserve activity or audit evidence. Obtain any required approval before financial, privacy, signature or deletion actions.