There are three ways to add customers to an existing Group / Mailing List. For steps on creating these lists, see Group / Mailing Lists: Creating.
From the Customer List View
- Click Customer > Find and enter criteria to bring up a list of customers.
- Optionally, right click to enable checkboxes and check the customers you want to add to your existing group.
- Click on the Group / Mailing List button at the bottom.
- In the Pick a Group / Mailing List window, click on the group and click the Select button.
- The software will ask if you want to Replace or Append your list; choose Append.
From Customer Reports
- Run the desired report.
- In the report toolbar at the top, click on the icon of the person.
- In the Pick a Group / Mailing List window, click on the group and click the Select button.
- The software will ask if you want to Replace or Append your list; choose Append.
From the Customer Record or Customer Display
- Find the customer at POS or using Customer Find.
- Click on the Other Keys or Other tab depending if you are working with the Customer Record or Display.
- Check the group you want to add this customer to and Save your changes.