Customer Groups | Nexto Documentation

Label your customers so you can look at them by the batch — “Exchange partners”, “Tehran customers”, “VIP”, “Dubai customers”. A group has no financial effect at all; it exists only for tidiness and reporting.

Creating, Renaming, Deleting

Add: type the group name in the box at the top and press «Add». Duplicate names are rejected.
Rename: change the name inside the table and press 💾.
Delete: press 🗑. Deleting a group does not delete any customer — its customers simply become “No group”. No voucher or trade is lost, so there is nothing to worry about.
The number in the «Customers» column is a link: clicking it opens the customer list filtered to that group.

Assigning Customers — from the Customer List

This page only creates the groups; attaching customers happens in the Customer List, in two ways:

One at a time: each row has a dropdown in the «Group» column. Pick a group — it is saved instantly, with no save button.
In bulk: tick several customers, choose a group from the bar above the table, and press «Apply». To ungroup them, choose «No group».

Groups Elsewhere in the App

The customer list has a Group filter — including a «No group» option.
Both the customer list and Transactions offer «Grouping: Customer group», which stacks the rows under each group’s heading with its own subtotal.
The «Group» column also appears in the customer list’s Excel/PDF export.

Notes

A customer belongs to only one group at a time.
Creating and deleting groups, and assigning customers, all require the «Manage accounts» permission; other users only see the group name.
A group is just a label: it affects no balance, no rate, and no permission.

Group policies

The “Policies” button next to each group sets defaults for its members. Precedence is always: the customer's own setting (customer form) → group → global default.

Default group for new customers: every new customer (form, inbox, API) is placed here automatically; only one group can be the default. Suggested name: “New”.
Default trader: the trade form and the inbox guess pre-select this trader for members.
Awaiting collection for currencies: incoming transfers from members in the chosen currencies arrive ticked “awaiting collection” (e.g. bank toman); the user can untick. A customer may keep a custom list of their own.
Default credit limit (reference currency): empty = unlimited; 0 = no credit (deliver only after collection); an amount = debt allowed up to it. Recording a trade stays open with a warning; a payout that would put the customer over the limit (counting awaiting-collection receipts) is rejected; a permission holder can bypass it, logged. A customer may have their own limit or be “unlimited”.
Members' hidden level: written onto customers whose hidden status was not set manually; applied on save and whenever someone joins the group. Earlier documents are not hidden; a customer hidden/unhidden in their own form is “manual” and the group leaves them alone.
Suggest upgrade after N trades: once a customer's settled trades reach N they appear in the “ready to upgrade” list; moving is manual.

Group filter in lists

The “Customer group” filter (all / no group / each group) is available in trades, transfers, payment commitments, payment orders, the aging report and customer profit; Excel/PDF exports respect it. The group name shows as a small badge next to the customer's name in lists.

Ready to upgrade

If a group has “suggest upgrade after N trades”, customers with N recorded (non-reversed) trades and no open balance (net debt plus awaiting-collection receipts within the tolerance) appear in the “Ready to upgrade” list at the bottom of this page. Pick the target group and press “Move”; it is recorded in the activity log. The same list can be enabled in the nightly report.