Adding a Customer to a List

You can associate a customer to a list in the Manage Customer List window or in the Customer Maintenance window. If you want to add multiple customers to the same list, use the Manage Customer List window. If you want to add only one customer to a list, you can use either window.

To add a customer to a list in the list record

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

   The Customer List Search window appears.

2. Enter search parameters to find the list 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 list to which you want to add a customer.

   The Manage Customer List window appears.

5. Click Add Row.

   The Add Customers to List window appears.

6. Enter search parameters to find the customer you want to add to the list.

   If the list is an SI list, you can add customers marked as security interest holders only.

7. Click Search.

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

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

   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. Repeat steps 5 through 9 until you finish adding customers to the list.

    Caution: After you save a customer affiliation to a list, you cannot delete it. To remove the customer from the list, you must enter an end date for the customer's affiliation with the list. For more information, see Removing a Customer from a List.

11. Click Save.

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

To add a customer to a list 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 List Membership tab.
6. Click Add Row.

   The Customer List Search window appears.

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

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

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

   The Customer List Search window closes, and the list appears in the List Membership tab of the Customer Maintenance window.

10. Click Save.

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