- Contents
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
-
In the Main Menu window, from the Maintenance menu, click Custom Customer Groups. The Customer Groups window appears.
-
In the Navigation pane, click All Customers. All customers in the system appear in the Information pane.
-
In the Information pane, click a customer, and then drag and drop it onto a customer group in the Navigation pane.
Tip: You can select multiple customers to drag and drop onto a customer group.
-
-
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.
-