Add a Customer to a Customer Group

Use the Customer Groups window to add a customer to a customer group.

To add a customer to a customer group

1. In the Invoices window, from the Tools menu, click Custom Group Editor. The Customer Groups window appears.

2. In the Navigation pane, click All Customers. All customers in the system appear in the Information pane.

3. In the Information pane, click a customer, and then drag and drop it onto a customer group in the Navigation pane.

4. Do one of the following to select multiple customers to drag and drop onto a customer group:

1. • To select contiguous customers, click the first customer to select, hold down the Shift key and click the last customer to select. Drag and drop the customers to the customer group.

   • To select non-contiguous customers, click the first customer to select, hold down the Ctrl key and click each additional customer to select. Drag and drop the customers to the customer group.

Related Topics

Customer Groups