Differences

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--- holray:add_customer_to_list [2022/04/11 15:32] – holray
+++ holray:add_customer_to_list [2022/04/11 15:37] (current) – holray
@@ Line 3: / Line 3: @@
 If you need to create a new list, you can [[holray:maintain_lists|find out how here]].
-To add a customer to our "Repeat bookers" list we simply [[holray:customer_search|find our customer record]] and click on the "lists" tab.
+To add a customer to our "Repeat customer" list we simply [[holray:customer_search|find our customer record]] and click on the "lists" tab. We then "tick" the check-box against the list(s) to which we wish to attach the customer.
 {{:holray:customer:maintain_customers_-_lists_-_add.png|}}
+There is no need to Save the record, checking or un-checking a list checkbox triggers the save event automatically.
+We can use the list as a search criteria to find all customer records in that list:-
+{{:holray:customer:customer_-_search_by_list.png|}}