Managing Lists from the Customer Record


You can manage what groups/lists a customer belongs to directly from their customer record.  This method only allows you to add/edit/delete one customer at a time from a group/list.  To do so:

  1. Select Customer > Find, look up a specific customer, and double click to open his or her record.
  2. Select the Other Keys tab.

     
  3. The pane on the right side contains all currently active groups/lists.  You can assign this specific customer to a group by checking it, or uncheck it to remove them.  Also, you can create new groups/lists here with the New Group/List button at the bottom.

 

Updated on Thu, 30 Sep 2021 by Angela Chiaravalle

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