then select the Customers
button. The Customers window appears.
Find and select the customer to remove from a group.
(see Search for a Customer)
Select the Group tab.
A list of the groups that the selected customer has been
assigned to is displayed.
Select the group for which to remove the customer from.
Select the Remove From
Group button. This
will remove the selected group from the group list for that customer.
tab is where links to customer files are be managed and maintained.
Links to any type of files can be established under the Links
tab. Linked customer
files can be opened using their associated application by selecting
the Open Link button in the Customer File Links window.