Removing a Customer from a List

To remove a customer affiliation from a list, you add an end date to their affiliation record. A record of the customer's affiliation is kept as historical data. An end date can be applied to the customer affiliation in the Manager Customer List window or in the Customer Maintenance window. If you want to remove multiple customers from the same list, it is most efficient to remove the customers from the list record. If you want to remove only one customer from a list, either method is efficient.

To remove a customer from 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 from which you want to remove a customer.
3. Click Search.

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

4. Double-click the list from which you want to remove a customer.

   The Manage Customer List window appears.

5. Under List Members in the row of the customer you want to remove, do one of the following:
   • Type the end date of the customer's list affiliation in the End Date box.
   • Under End Date, click the Down icon to open a calendar and select a date.
6. Repeat step 5 until you finish removing customers from the list.
7. Click Save.

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

To remove a customer from a list in the customer record

1. On the Customer menu, select Manage Customer.

   The Search window appears.

2. 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. In the row of the list you want to remove from the customer, do one of the following:
   • Type the end date of the customer's list affiliation in the End Date field.
   • Under End Date, click the Down icon to open a calendar and select a date.
7. Click Save.

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