Add Clients to a Letter Group

Use the Customer Letters tab to add clients to a letter group.

To add clients to a letter group

1. Click the Customer Letters tab.

2. In the Groups pane, click {Not Grouped}. The clients not assigned to a group appear in the Customers pane.

3. In the Customers pane, click the client, hold down the mouse button, drag the client to the group to assign it to, and then release the mouse button.

Related Topics

Letter Groups