Client Group Definition

Use this option to define groups of clients for use in buying, billing, paying and reporting.

To define a client group:

1. Select Database|Client Group Definition.

2. Key the group code, then click the Next icon .

Client Group Definition Window

3. On the detail window, key a description for the group.

4. Use the Add icon to add rows for entering clients to be assigned to the group.

5. Key one client per row, then click the Save icon to save the group.

To remove a client from the group:

1. Click the check box to the left of the client code, then click the Remove icon .

2. Click the Save icon to save the change.

To delete the entire group, click the Delete icon .