Client Groups

Section: Customer Relationship Management
URL: /admin/clients/groups
Page title: (2) Grupuri de Clienți

Overview

Client groups segment your customer base for pricing, reporting, and access control. A client can belong to multiple groups.

Business value

Segments your customer base into meaningful cohorts (key accounts, SMB, partners, distributors, geographies) so pricing rules, reports, and access control can be applied at scale instead of one client at a time.

Who uses it: Sales operations, finance, marketing
Key benefit: Bulk-applies business rules — change a price for "Distributors" and every distributor inherits it.

Typical use cases:

Apply distributor pricing automatically to a 500-account channel
Filter sales reports by "Strategic Accounts" for QBR prep
Restrict a sensitive product line to approved client groups only

At a glance

Accessing this module

From the admin sidebar, navigate to Client Groups, or open the URL directly:

/admin/clients/groups

List view

The list view shows existing client groups records. Use it to search, filter, sort, and bulk-act on items.

Common actions

View existing records — open Client Groups from the sidebar to see the list view.
Search and filter — use the search box and column filters to find records.
Create a new record — click the Add / New button (or follow the "Create" URL above) and fill in the required fields.
Edit a record — click a row to open the detail view, then use the edit action.
Delete a record — use the row's delete action; deletion may be soft or hard depending on the module.
Bulk operations — select multiple rows via the checkboxes and apply a bulk action from the toolbar (export, delete, status change, etc., where supported).

API

This module is available via the REST API.

Authentication. All API requests require the header authtoken: <token> (generate one at /admin/api/api_management). Base URL. https://your-domain.tld/api/

Key endpoints:

Method	Path	Purpose
`POST`	`{{base_url}}customer_groups`	Add New Group
`GET`	`{{base_url}}customer_groups`	List all Groups
`GET`	`{{base_url}}customer_groups/4`	Get One Group
`PUT`	`{{base_url}}customer_groups/:id`	Update Group
`DELETE`	`{{base_url}}delete/customer_groups/:id`	Delete Group

See the full payload schemas, query parameters, and example responses in the API reference (Customer Groups).

Captured: 2026-05-10T09:51:26.776Z · Source: demo.crmconnect.io/admin/clients/groups