Creating a Customer List

You can create a customer list to affiliate any number of customers.

To create a customer list

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

   The Customer List Search window appears.

2. Click Add Customer List.

   A message appears, asking whether you want to create the new list with a type of SI.

3. Do one of the following:
   • If you want to create a list for tracking security interest holders, click Yes.
   • If you want to create a list for mailing or for tracking something other than security interest holders, click No.

   The Manage Customer List window appears.

4. Type the name of the list in the List Name box.
5. Select the kind of list from the List Type drop-down list.
6. If the list is specifically for use in a single county, select the county from the County drop-down list.
   You must enter the county if the list is an SI list.
7. Click Save.

   The list is saved, and the window closes. You can now add customers to the list. For more information, see Adding a Customer to a List.