A client group is created the same way a normal client record is created and in fact, a normal client record could also act as a client group. It is however recommended to specify separate client group records to associate client records with.
How to add a client group
To add a new client group, we have to add this as a client entity.
Go to Clients and then click Add:
2. Complete the client information (typically we indicate client groups as ‘Non-individual’) and specify the Registration Number:
3. Click Next
You now have a client group that you can link your individual clients to.
How to group clients together
Individual grouping
Find the existing client record and click on the pencil icon to edit the client record:
Expand the More options section, search for and select the client group record and then click Save:
The client group that the client have been linked to will be visible in the Group column:
Bulk grouping
Apply a filter according to which client(s) you want to group.
Drop down More Actions, select your relevant client group and click on set.
You've succesfully grouped your client(s).
