There are 3 different ways to Create a Group/Mailing List. From the Customer List View, from Customer Reports, and from the Customer Record or Customer Display.

From the Customer List View:

1. Click Customer → Find and enter criteria to bring up a list of customers.
2. Optionally, right click to enable checkboxes and check the customers you want to add to this new group.
3. Click on the Group/Mailing List button at the bottom.
4. Click the New List button.
5. Enter a name for this Group/Mailing List and click OK to save it with the selected customers.

There are three ways to Add customers to an existing Group/Mailing List.

From the Customer List View

1. Click Customer → Find and go to the Other Keys tab.
2. Use the Group/Mailing List drop-down to select the list you want to edit, then click OK. A list of all customers currently on this list will be displayed.
3. Right click in the list and click on Show Checkboxes.
4. Right click in the list again and select Check All.
5. Go through the list and uncheck those customers you wish to remove.
6. Click on the Group/Mailing List button at the bottom, click on your list again, then click Select.
7. You will be prompted to include all customers or just those selected; choose selected.
8. The software will ask if you want to Replace or Append your list; choose Replace.

To Export your Group/Mailing List for use elsewhere:

1. Click Clientele → Export and choose For Mailing or For Other. For Mailing will only include customers in your group/list that have a preferred addresses while For Other will include everyone regardless.
2. Click the Customer Criteria drop-down.
3. Click on the Other Keys tab and use the Group/Mailing List drop-down to select your group/list, then click OK.
4. Click on the Export To File Name drop-down.
5. Choose where you want to save the file, name it, and then click OK to complete the export.