To create a new list using Customer Find:
- Select Customer > Find.
- 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.
- Select Group/Mailing List from the bottom of the window. The Pick a Group/Mailing List window will appear with existing groups.
- 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.
- Enter a name and click OK. You have successfully created and saved a list of customers.