How to Navigate the Customer Groups Grid

  1. Access the Customer Groups Grid
    Navigate to Master Data > Customers > Customer Groups to open the grid displaying your data.

  2. Viewing the Data

    • The grid displays all your data in columns.
    • If the page has more columns than can fit on the screen, use the horizontal slide bar to access additional columns.

  3. Search and Filter

    • The first row in the grid serves as a Search bar. Use it to locate specific records or filter the data. (Screenshot 1)
    • To sort data in a column, click inside the search bar for that column and then click the small arrow icon to sort the data in ascending or descending alphabetical order. (Screenshot 2)
    • To apply filters, click inside the search bar and select the filter icon in the top-right corner of the field. (Screenshot 3)