How Do I Group Clients?

See Also

To group clients, do the following:

 

  1. Click Lists on the navigation bar and select the Client tab.
  2. Decide upon the attribute around which you want to build a client group, say location.
  3. From the client profiles, make a list of all the clients who belong to a specific place or location.

    If you want to base your group on multiple attributes, you might need to review multiple fields across other tabs to compile your client list.
  4. When your list is complete, Click the ID of a listed client and click Group.
  5. On the Client Groups screen, click New.
  6. On the Add New Group screen, enter an ID and Name for the client group.
  1. Click Save and then Return.
  2. Back on the Client Groups screen, select the relevant clients from the Available Items list and click the arrow buttons to move them to the Assigned Items list.
  1. When you have finished, click Save and then Return.