Client Group Definition Detail

Client Group Definition Detail Window

1. To add rows, select a number from the Rows to Add drop down and click the Add icon.

2. Key or Lookup the Client code.

3. Click the Save icon.

Additional Options

• Remove a client from the Client Group.

  1. Select the check box at the left of the client code.

  2. Click the Remove icon.

  3. Click Save.

• Print the Client Group Definition window.

  1. Click the Print icon.

  2. When the Client Group Definition window appears in the embedded Adobe Reader window, click the Print icon in the Adobe Reader window.

• Export the Client Group to a spreadsheet.

  1. Click the Save to CSV icon.

  2. Refer to the Saving to CSV topic for more information.

• Delete the Client Group.

  1. Click the Delete icon.