Group/Mailing Lists

The Edge allows you to create and maintain lists of customers for marketing and reporting purposes and those lists can be used throughout the program.  There are two ways you can accomplish this in the program.  The group/list option is found under Customer Export.  You can also add customers to lists through the Customer Filter under the Other Keys tab.  List membership also appears as a filter in the Customer Find filter.  For example, if you want to send an email, from the Customer Find area of the Email feature, specify the desired list and those members will be added to the email recipient list.  For a video tutorial about working with customer filters, go to http://www.screencast.com/t/MkdH1e7iQmqR