Creating a New Group/Mailing List from Customer Find

1.  Select Customer Find.

2.  Enter criteria for customers that should be in the list and select OK.  This will return a list of matching customers in a customer list window.

 

 

3.  Select Group/Mailing List from the bottom of the window.  The Pick a Group/Mailing List window will appear with existing groups.

 

 

4.  Select New List to create a new group.  This will return the New Group/Mailing List window where you are asked to provide a name for your new group. 

 

 

5.  Enter a name and click OK.  You have successfully created and saved a list of customers.