Groups / Mailing Lists: Removing Customers


There are two ways to remove customers from an existing Group / Mailing List.

 

From the Customer List View

  1. Click Customer > Find and go to the Other Keys tab.
  2. Use the Group / Mailing List drop-down to select the list you want to edit, then click OK.  A list of all customers currently on this list will be displayed.
  3. Right click in the list and click on Show Checkboxes.
  4. Right click in the list again and select Check All.
  5. Go through the list and uncheck those customers you wish to remove.
  6. Click on the Group / Mailing List button at the bottom, click on your list again, then click Select.
  7. You will be prompted to include all customers or just those selected;  choose selected.
  8. The software will ask if you want to Replace or Append your listchoose Replace.
 

From the Customer Record or Customer Display

  1. Find the customer at POS or using Customer Find.
  2. Click on the Other Keys or Other tab depending if you are working with the Customer Record or Display.
  3. Uncheck the group you want to remove this customer from and Save your changes.
Updated on Tue, 17 Jun 2025 by Dominick Mastri

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