How can I classify or group customers by zones or categories?

If you want to group your customers by zones or categories, you have these options:

  1. Create customer families and group the customers you want in each familyConfiguration > Data lists > Customer families.
  2. Create different series/references with different prefixes:Configuration > Data lists > References.

This way you can have your customers organized and you can filter from the Customers list, by family or by reference.

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