Sometimes you want to do business with a company that has a connection to another company in your CRM. With the 'Customer Group' field, you can combine different companies into one customer group. Think of a holding company, for example.
Please note: Customer groups are only available in the Ultimate Efficiency subscription.
For all CRM companies, a standard field is available under the 'Company data' tab, within the 'Additional data' section.
In this field, you can select another CRM company to establish the connection. You form a group by adding the parent/main company to a (subsidiary) company.
Filter in CRM
After saving the customer group, you can filter for a specific customer group on the right side of the company overview in CRM to display all connected companies.
Filter in Insights
The customer groups set up in CRM also appear in various Insights reports. You can filter by customer groups on the right side within the reports 'Projects - Work in progress per project and service' and 'Invoices - Invoiced per industry'.
In the detailed view of these reports, you can add 'Customer Group' as an extra column by right-clicking on the blue line in the table. With the same action, you can also remove columns via 'Remove field' and thus customize the table as desired.
See below an example where the WIP is viewed in the Insights report 'Work in progress per project and service' for a specific customer group in a customized table:
Import/Export
If you have already created a custom field for this, we advise you to export it and then re-import it into the 'Customer Group' field to transfer the data.
Read this article on how to import companies. Via Options > Export, you can export the companies to Excel for further analysis. The 'Customer Group' field is also included in the export.