Adding Clients to a Group

Before using client groups, see Client Groups and Using Client Groups.

Adding a Single Client to a Group #

1. Open the client record and click the Groups tab.

2. Highlight one or more groups in the list on the left. These are the groups that are currently NOT selected for the client.

   

3. Click the single arrow (>) to move the group(s) to the Client Groups Selected list on the right.

4.   Click Save & Close when finished.

Adding Multiple Clients to a Group #

Do you need to add a whole set of clients to a group? Use the software’s Add Clients to a Group Wizard to quickly add multiple clients to group.

1. Click Tools > Add Clients to a Group Wizard.

2. Follow the steps of the wizard to either add the clients to a new group or an existing group.

3. Select the client group or filter of clients that should be added.

4. Confirm the correct set of clients has been selected.

5. Click Finish to perform the operation.