Maintaining Client Groups
Related Topics Overview
Client groups are used where an action requires that more than one client code be used, like producing various reports based upon a common grouping.
This process is pertinent to front office staff who configure customers and status reports.
Process
Client groups are maintained using the Client application. You need specific rights to have visibility to this application.
Client groups are maintained using simple SCRUD (search, create, review, update, delete) functionality under the Clients » Client groups node. You need specific rights to have visibility to this node.
