Groups / Mailing Lists: Creating


In The Edge, Customer Groups and Mailing Lists are the same thing.

There are three ways to create new Groups/Lists.

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 this new group.
  3. Click on the Group / Mailing List button at the bottom.
  4. Click the New List button.
  5. Enter a name for this Group / Mailing List and click OK to save it with the selected customers.
 

From Customer Reports

  1. Run the desired customer report (e.g., Top N, Performance, Simple List)
  2. In the report toolbar at the top, click on the icon of the person.
  3. Click the New List button.
  4. Enter a name for this Group / Mailing List and click OK to save it.  All the customers on this report will be included.
 

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. Click the New Group/List button.
  4. Enter a name for this Group / Mailing List and click OK to save it.  Only this customer will appear on it.
Updated on Tue, 17 Jun 2025 by Dominick Mastri

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