Product & Services Groups

Mary Jane -

Create Groups to further filter products & services.


1. Go to the Settings tab>Product & Services Groups>New Group.

2. Code: Enter a code if applicable.

5. Name: Type in a group name.

6. Select “Save”.

7. To add a Product & Service item to a Group go to Settings>Products & Services.

8. Click the blue icon to the left of the item. Select the "Add" button under the Products Group section and select the Group from the drop down menu then Save.


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