How to complete this report

1. Click on Group Maintenance from the Admin menu. This displays the list of groups the customer is assigned to, plus a list of available groups.

2. Click on Update to change the Name or description of the group.


To Add the customer to a group:

1. Scroll down the list of groups and select Members for the appropriate group.

2. Click on Add a New Member.

3. Click on the drop down list of customers and select the new member.

4. Click Save.


To Create a New Group:

1. Click on Create a New Group at the bottom of the screen.

2. Enter a name to assign to the new group.

3. Enter a description to describe the group.

4. Click Submit to save your data.