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Sales Groups

Sales Groups are used to divide the employees of your company into groups. These groups will be used by the Limited Access module.

The 'Sales Groups: Browse' window lists the available Sales Groups: to enter a new record, click the [New] button in the Button Bar. The 'Sales Group: New' window appears: enter the details as appropriate and click [Save] to save the new record.

Once you have defined your Sales Groups, you should assign one Group to each Person record, using the Sales Group field on the 'Access' card:

Many registers (e.g. Customers,