Adding a Customer to a Group

You can add a customer to a group in the group record or in the customer record. If you want to add multiple customers to the same group, it is most efficient to add the customers to the group record. If you want to add only one customer to a group, either method is efficient.

To add a customer to a group in the group record

1. On the Customer menu, select Manage Customer Group.

   The Customer Group Search window appears.

2. Enter search parameters to find the group to which you want to add a customer.
3. Click Search.

   The Results tab appears, listing the results of your search.

4. Double-click the group to which you want to add a customer.

   The Manage Customer Group window appears.

5. Click Add Row.

   The Add Customers to Group window appears.

6. Enter search parameters to find the customer you want to add to the group.
7. Click Search.

   The Results tab appears, listing the results of your search.

8. Select the customer you want to add to the group.

   Tip: To select and add multiple customers at once, press and hold the Ctrl key, and then click each customer you want to add. Or press and hold the shift key, and then click the first and last customers you want to add.

9. Click Add Selected.
10. In the Affiliation Type drop-down list, select the customer's affiliation with the group.

    Note: If the customer is the head of the group, select the Head of Group check box. Only one customer can be defined as the head of the group at one time. If you select a new head of the group, the dates between which the previous head of the group held that distinction are kept historically.

11. Repeat steps 5 through 10 until you finish adding customers to the group.

    Caution: After you save a customer affiliation to a group, you cannot delete it. To remove a customer from a group, you must enter the end date of the customer's group affiliation. For more information, see Removing a Customer from a Group.

12. Click Save.

    The customers you added are saved to the group, and the window closes.

To add a customer to a group in the customer record

1. On the Customer menu, select Manage Customer.

   The Search window appears.

2. On the Customer tab, enter search parameters to find the customer you want to update.
3. Click Search.

   The Results tab appears, listing the results of your search.

4. Double-click the customer you want to update.

   The Customer Maintenance window appears, populated with detailed customer information.

5. Select the Affiliation tab.
6. Click Add Row.

   The Customer Group Search window appears.

7. Enter search parameters to find the group you want.
8. Click Search.

   The Results tab appears, listing the results of your search.

9. Double-click the group to which you want to add a customer.

   The window closes, and the group is listed on the customer affiliation list.

10. In the Affiliation Type drop-down list, select the customer's affiliation with the group.

    Note: If the customer is the head of the group, select the Head of Group check box. Only one customer can be defined as the head of the group at one time. If you select a new head of the group, the dates between which the previous head of the group held that distinction are kept historically.

11. Click Save.

    The updated customer information is saved, and the window closes.