Client Groups

A client group links related clients without merging their records. Each client keeps its own record, jobs and settings.

•       A group has a name, one or more member clients, and one primary contact chosen from its members.

•       A client can belong to one group at a time.

•       Clients that are not in any group are listed under No Group.

The Groups tab

Groups are managed from the Groups tab on the Clients screen. Each group is shown as a card with its initials, name, primary contact, member clients, and the number of entities and jobs. The card also shows a count of items that need attention, or all on track. Use Search groups & primary contacts to find a group.

Create a group

1.    Select Clients in the left navigation, then the Groups tab.

2.    Select + Add Group. The Add Group panel opens on the right.

3.    Select New Group and enter a New Group Name.

4.    Under Select Clients, search for and select the clients to include.

5.    Under Select Primary Contact, choose one of the clients you selected.

6.    Select Create Group. The group appears as a card on the Groups tab.

Add clients to an existing group

1.    Select Clients, then the Groups tab.

2.    Select + Add Group, then Existing Group.

3.    In Select Group, choose the group.

4.    Under Select Clients, select the clients to add.

5.    Select Add to Group.

Tip: You can also place a client in a group with the Add to Group field when adding the client, or with the Group field on the client’s Client details tab.

How to access: Clients, then the Groups tab.