Let’s take a look at how to create and manage client groups in the client and contact structure.
Client Groups
Client groups allow you to create groups of related clients to help you organize and bill multiple clients with the same organizational structure.
To see all your client groups:
Click on Clients in the global navigation bar
Then go to Client groups
Here you can quickly see each client group. Listed underneath are all the clients associated with each group.
You can click on each group to either navigate to the clients in the group by clicking on the client name, or you can edit your group by either changing the name or removing or adding clients to the group.
Create a Client Group
To create a new group:
Select the blue button at the top, Create Client Group
Name this group
Use the drop-down to select the clients you want to be associated with this group
You will notice that any clients already in a client group will be grayed out.
Each client can only be in one client group.
Select the clients you want to add to this group
Select Save client group
View on Client Record
When a client is added to a client group you will be able to see the group information in the client record. Let’s select one of the clients we just added to the Kim Costa group.
Off to the left under Client info, you can see the client group. You can click on the group name and once again it will show you a list of all the clients in the same group, and you can edit the group