Solution

There are 2 ways to get the list of clients in a Client Group:

1. Go to Front Office >> Client Group Clients

   • Select a Client Group from the drop down list
   • Click Get Data to display the list of clients in the specified group.

   

1. Go to Reports >> Template Merge

   • Select Clients in the Object Type to Merge
   • Click Add a Mandatory Restriction to open the Restriction Details window
   • Select Client Group and select the name of the group then click OK.
   • Click on Get Matching Rows to display the list of clients in the specified group.

   

For more information on Client Group see Managing Client Groups.