Edge Knowledge Base > Customers > Customer Lists > Managing Existing Groups/Lists

Managing Existing Groups/Lists

To bring up an existing customer group/list:

To remove customers from an existing group/list:

Using Customer > Find, select the Other Keys tab
Use the Group/Mailing List drop-down menu to find the group you wish to edit.
Click OK to close the Group/Mailing List filter.
Click OK from the Customer Find filter to start the search. A list of customer in the group will appear.
Right click anywhere in the list and select Show Checkboxes from the context menu.
Right click again anywhere in the list and select Check All.
Go through the list and uncheck those customers you wish to remove.
Select Group/Mailing List and choose your group/list again.
Select the name and select Select.
You will be prompted to indicate whether you wish to use all customers or just those you selected. Choose just those you selected.
You will be prompted to indicate whether you wish to Replace or Append. Select Replace.

To add customers to an existing list:

Use Customer > Find to bring up those customers you wish to add.
Right click anywhere in the list and select Show Checkboxes.
Check all customers you wish to add to this list. You can right click again to use the Check All option.
Select Group/Mailing List at the bottom and choose the group/list to which you want to add these customers.
You will be prompted to indicate whether you wish to use all customers or just those you selected. Choose just those you selected.
You will be prompted to indicate whether you wish to Replace or Append. Select Append.

Edge Knowledge Base