Customer lists

This is a customer group defined by you. Depending on the licence, order templates, tasks, CRM, representations, and trade fairs can be made available to this customer group.

You have the option to modify an existing customer list by clicking on it.

You create a new customer list using the green plus button above the table.

If you want the customer list to also be available in the client, then check the corresponding box when creating the list.

Filter customer list by other customer lists

Filtered customer lists can be based on other customer lists. When linking with a customer list, it must be restricted to it. The only practically relevant filter type is NotIsEmpty