{"id":172,"date":"2022-10-31T11:56:32","date_gmt":"2022-10-31T11:56:32","guid":{"rendered":"https:\/\/www.nitssolutions.com\/wordpress\/wpprocrm\/?p=172"},"modified":"2022-12-19T14:02:02","modified_gmt":"2022-12-19T14:02:02","slug":"how-do-i-create-custom-groupings-of-customers","status":"publish","type":"post","link":"https:\/\/www.nitssolutions.com\/wordpress\/wpprocrm\/2022\/10\/31\/how-do-i-create-custom-groupings-of-customers\/","title":{"rendered":"How Do I Create Custom Groupings Of Customers?"},"content":{"rendered":"\n<div class=\"wp-block-fv-player-gutenberg-basic\"><div id=\"wpfp_ea7779c296348aca77ede4ed8a6fdda8\" data-item=\"{&quot;sources&quot;:[{&quot;src&quot;:&quot;https:\\\/\\\/www.nitssolutions.com\\\/wordpress\\\/wpprocrm\\\/wp-content\\\/uploads\\\/sites\\\/4\\\/2022\\\/10\\\/WPP_Groupings-Video.mp4&quot;,&quot;type&quot;:&quot;video\\\/mp4&quot;}],&quot;id&quot;:&quot;21&quot;}\" class=\"flowplayer no-brand is-splash is-paused skin-slim no-svg fp-slim fp-edgy\" data-fv-embed=\"https:\/\/www.nitssolutions.com\/wordpress\/wpprocrm\/2022\/10\/31\/how-do-i-create-custom-groupings-of-customers\/fvp-21\/\" style=\"position:relative; max-width: 1920px; max-height: 1076px; \" data-ratio=\"0.5604\">\n\t<div class=\"fp-ratio\" style=\"padding-top: 56.04%\"><\/div>\n\t<div class=\"fp-ui\"><noscript>Please enable JavaScript<\/noscript><div class=\"fp-play fp-visible\"><svg class=\"fp-play-sharp-fill\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 100 100\"><defs><style>.fp-color-play{opacity:0.65;}.controlbutton{fill:#fff;}<\/style><\/defs><title>play-sharp-fill<\/title><path class=\"fp-color-play\" d=\"M49.9217-.078a50,50,0,1,0,50,50A50.0564,50.0564,0,0,0,49.9217-.078Z\"\/><polygon class=\"controlbutton\" points=\"73.601 50 37.968 70.573 37.968 29.427 73.601 50\" filter=\"url(#f1)\"\/><\/svg><\/div><div class=\"fp-preload\"><b><\/b><b><\/b><b><\/b><b><\/b><\/div><\/div>\n<div class='fvp-share-bar'><ul class=\"fvp-sharing\">\r\n    <li><a class=\"sharing-facebook\" href=\"https:\/\/www.facebook.com\/sharer\/sharer.php?u=https%3A%2F%2Fwww.nitssolutions.com%2Fwordpress%2Fwpprocrm%2F2022%2F10%2F31%2Fhow-do-i-create-custom-groupings-of-customers%2F\" target=\"_blank\"><\/a><\/li>\r\n    <li><a class=\"sharing-twitter\" href=\"https:\/\/twitter.com\/intent\/tweet?text=Wholesale+Parts+Pro+CRM+Training+Microsite+&url=https%3A%2F%2Fwww.nitssolutions.com%2Fwordpress%2Fwpprocrm%2F2022%2F10%2F31%2Fhow-do-i-create-custom-groupings-of-customers%2F\" target=\"_blank\"><\/a><\/li>\r\n    <li><a class=\"sharing-email\" href=\"mailto:?body=Check%20out%20the%20amazing%20video%20here%3A%20https%3A%2F%2Fwww.nitssolutions.com%2Fwordpress%2Fwpprocrm%2F2022%2F10%2F31%2Fhow-do-i-create-custom-groupings-of-customers%2F\" target=\"_blank\"><\/a><\/li><\/ul><div><a class=\"sharing-link\" href=\"https:\/\/www.nitssolutions.com\/wordpress\/wpprocrm\/2022\/10\/31\/how-do-i-create-custom-groupings-of-customers\/\" target=\"_blank\">Link<\/a><\/div><div><label><a class=\"embed-code-toggle\" href=\"#\"><strong>Embed<\/strong><\/a><\/label><\/div><div class=\"embed-code\"><label>Copy and paste this HTML code into your webpage to embed.<\/label><textarea><\/textarea><\/div><\/div>\n<\/div>\n<\/div>\n\n\n\n<p><strong>Manage Flex Fields<\/strong><\/p>\n\n\n\n<p>The Flex Fields feature allows you to create custom attributes that you can maintain for any given customer. Use this portal function to add, edit and assign flex fields to different customers throughout the platform.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" loading=\"lazy\" width=\"1305\" height=\"768\" src=\"https:\/\/www.nitssolutions.com\/wordpress\/wpprocrm\/wp-content\/uploads\/sites\/4\/2022\/10\/image-8.png\" alt=\"\" class=\"wp-image-174\" \/><\/figure>\n\n\n\n<p><strong>Manage Flex Tags<\/strong><\/p>\n\n\n\n<p>Creating Flex Tags is also a useful feature in the portal when it comes to categorizing specific customers, this feature will put customers into a specified group to utilize throughout all customer pages within the portal.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" loading=\"lazy\" width=\"1380\" height=\"825\" src=\"https:\/\/www.nitssolutions.com\/wordpress\/wpprocrm\/wp-content\/uploads\/sites\/4\/2022\/10\/image-9.png\" alt=\"\" class=\"wp-image-175\" \/><\/figure>\n\n\n\n<p><strong>SMART Maps\/Flex Options<\/strong><\/p>\n\n\n\n<p>You can preview both your created Flex Fields and Flex tags within the SMART Maps feature of the platform. Both of these filters will include all created Flex Fields and Flex Tags that have been created and will give you a geographical view of where in your are those groupings of customers exist.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" loading=\"lazy\" width=\"1519\" height=\"787\" src=\"https:\/\/www.nitssolutions.com\/wordpress\/wpprocrm\/wp-content\/uploads\/sites\/4\/2022\/10\/image-10.png\" alt=\"\" class=\"wp-image-176\" \/><\/figure>\n\n\n\n<p>If you have any further questions, please reach out to wpp@wholesalepartscrm.com . Were<br>always here to help.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" loading=\"lazy\" width=\"2244\" height=\"1256\" src=\"https:\/\/www.nitssolutions.com\/wordpress\/wpprocrm\/wp-content\/uploads\/sites\/4\/2022\/10\/image-11.png\" alt=\"\" class=\"wp-image-177\" \/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>Manage Flex Fields The Flex Fields feature allows you to create custom attributes that you can maintain for any given customer. Use this portal function [&#8230;]<\/p>\n","protected":false},"author":7,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"cybocfi_hide_featured_image":"","footnotes":""},"categories":[1],"tags":[],"_links":{"self":[{"href":"https:\/\/www.nitssolutions.com\/wordpress\/wpprocrm\/wp-json\/wp\/v2\/posts\/172"}],"collection":[{"href":"https:\/\/www.nitssolutions.com\/wordpress\/wpprocrm\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.nitssolutions.com\/wordpress\/wpprocrm\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.nitssolutions.com\/wordpress\/wpprocrm\/wp-json\/wp\/v2\/users\/7"}],"replies":[{"embeddable":true,"href":"https:\/\/www.nitssolutions.com\/wordpress\/wpprocrm\/wp-json\/wp\/v2\/comments?post=172"}],"version-history":[{"count":1,"href":"https:\/\/www.nitssolutions.com\/wordpress\/wpprocrm\/wp-json\/wp\/v2\/posts\/172\/revisions"}],"predecessor-version":[{"id":178,"href":"https:\/\/www.nitssolutions.com\/wordpress\/wpprocrm\/wp-json\/wp\/v2\/posts\/172\/revisions\/178"}],"wp:attachment":[{"href":"https:\/\/www.nitssolutions.com\/wordpress\/wpprocrm\/wp-json\/wp\/v2\/media?parent=172"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.nitssolutions.com\/wordpress\/wpprocrm\/wp-json\/wp\/v2\/categories?post=172"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.nitssolutions.com\/wordpress\/wpprocrm\/wp-json\/wp\/v2\/tags?post=172"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}