Managing Lists from the Customer Record

You can manage what groups/lists a customer belongs to directly from their customer record.  This method only allows you to add/edit/delete one customer at a time from a group/list.  To do so:

 

1.  Select Customer Find, look up a specific customer, and double click to open his or her record.

2.  Select the Other Keys tab.

 

 

3.  The pane on the right side contains all currently active groups/lists.  You can assign this specific customer to a group by checking it, or uncheck it to remove them.  Also, you can create new groups/lists here with the New Group/List button at the bottom.