Add a Client to a Client Group

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

To add a client to a client group

1. In the Main Menu window, from the Maintenance menu, click Custom Customer Groups. The Customer Groups window appears.

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

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

4. To select multiple clients to add to a client group, do one of the following:

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

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

Related Topics

Custom Client Groups