Managing General Client Group Information

You can enter or edit the client group's general information, which includes a unique identifier for the client group and the description. Client groups are shared across all CCH Axcess work products.

Some examples of client groups include groups to include similar clients, clients all belonging to the same partner, or clients all using the same client ID, but different sub-IDs.

To enter or edit the client group information, 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 General on the navigation panel.
5. Enter the client group name. This name must be unique.
6. Enter a description for the client group. The description should include the purpose of the client group.
7. 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.