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Replying to:
Kristine Mae
Moderator

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Hello there, JJHS Cheer.

 

You can follow Rustler's suggestion. You can create a dummy customer with the group name and make the members a sub-customer. This way, you won't lose their historical data. 

 

First, let's create a dummy customer. Here's how:

  1. Click Sales, then go to the Customers tab.
  2. Click New customer, then enter a desired group name.
  3. Click Save

Then, make the member a sub-customer. Here's how:

  1. Choose a customer, then click to open the profile.
  2. Click Edit.
  3. Put a check mark in the Is sub-customer box.
  4. Click the Enter parent customer drop-down arrow, then choose the group name. 
  5. Click the Bill this parent drop-down arrow, then choose Bill this customer.
  6. Click Save.

I've got screenshots to guide you.

 

 

 

 

 

You can leave a comment below if you have more questions. We'd be happy to answer them. 

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