How to Add Clients to Client Groups
Clients are added manually to a Client Group via the Client Details form:
- In the Client Header, select the client to be added to the group
- Click
to open the Client Details form
- On the Client tab, select the Client Groups that the client should be added to (you may add a client to more than one group)
- Enter additional Details if required
- Click Save.
You can also use the Client Details form to Add or Remove a client from Client Groups:
- Click on
to remove the client from the
selected Client Group.
