Groups / Mailing Lists: Adding Customers


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

  1. Click Customer > Find and enter criteria to bring up a list of customers.
  2. Optionally, right click to enable checkboxes and check the customers you want to add to your existing group.
  3. Click on the Group / Mailing List button at the bottom.
  4. In the Pick a Group / Mailing List window, click on the group and click the Select button.
  5. The software will ask if you want to Replace or Append your list;  choose Append.
 

From Customer Reports

  1. Run the desired report.
  2. In the report toolbar at the top, click on the icon of the person.
  3. In the Pick a Group / Mailing List window, click on the group and click the Select button.
  4. The software will ask if you want to Replace or Append your list; choose Append.
 

From the Customer Record or Customer Display

  1. Find the customer at POS or using Customer Find.
  2. Click on the Other Keys or Other tab depending if you are working with the Customer Record or Display.
  3. Check the group you want to add this customer to and Save your changes.
Updated on Tue, 17 Jun 2025 by Dominick Mastri

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