Creating a New Group/Mailing List from Customer Find


To create a new list using Customer Find:

  1. Select Customer > Find.
  2. Enter criteria for customers that should be in the list and select OK.  This will return a list of matching customers in a customer list window.

     
  3. Select Group/Mailing List from the bottom of the window.  The Pick a Group/Mailing List window will appear with existing groups.

     
  4. Select New List to create a new group.  This will return the New Group/Mailing List window where you are asked to provide a name for your new group.

     
  5. Enter a name and click OK.  You have successfully created and saved a list of customers.

 

Updated on Thu, 30 Sep 2021 by Angela Chiaravalle

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