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 34) Add a Customer to a Group

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. 


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