Add a customer to a Group:

1)       Select Sales/Receivables, then select the Customers button.  The Customers window appears.

2)       Find and select the customer to assign to a group.  (see Search for a Customer)

3)       Select the Group tab.  A list of the groups that customer has been assigned to is displayed.

4)       Select the Add To A Group button.  The Add Customer to a Group dialog box appears.

5)       In the Add Customer to a Group dialog select the group for which to add the customer to from the Select A Group drop down list.

6)       Select the OK button. To save the customer to that group.  Select the Cancel button to abort adding the customer to that group. 

Remove a customer from a Group:

1)       Select Sales/Receivables, then select the Customers button.  The Customers window appears.

2)       Find and select the customer to remove from a group.  (see Search for a Customer)

3)       Select the Group tab.  A list of the groups that the selected customer has been assigned to is displayed.

4)       Select the group for which to remove the customer from. 

5)       Select the Remove From Group button.  This will remove the selected group from the group list for that customer.

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