Adding a Client Group

Client groups can be created for similar clients (for example, clients belonging to the same partner) and for reporting and filtering purposes. You can assign a client to more than one client group, but clients are not required to belong to a client group.

Example: You can create a client group that groups clients based on the reason they came to your firm, such as mailer, newspaper ad, walk-in, or referral. This could help your firm run reports to see which of their marketing methods is most effective.

To add a client group, do the following:

1. Open Dashboard, click Application Links on the navigation panel, and then click Client Manager under Clients.
2. Click Client Groups on the Client Manager navigation panel.
3. Open the Client Group window using one of the following methods:
   • Click New > Client Group in the Create group on the Home tab, or right-click and select New > Client Group from the menu.
   • Select a group in the grid, and click Open in the Edit group on the Home tab.
4. Click New > Client Group in the Create group on the Home tab, or right-click and select New > Client Group from the menu.
5. Enter information for the new client group on the General and Assigned clients tabs.
6. Click one of the Save buttons or cancel.

Button	Description
Save	Saves the changes and the window stays open for editing.
Save & New	Saves the changes and opens a new window to create a new client group. This option is available only when you are creating a new client group.
Save & Close	Saves the changes and exits the window.
Cancel	Exits the window without saving your changes.