Show Only Clients that are in a Group

To use the Client groups submodule, you must have access to Settings as defined in the Employee cross-company access submodule under Settings.

To show only clients that are in a group:

1. On the main toolbar, click Settings .
2. In the left pane of the Settings screen, click Dimensions > Client Groups.
3. On the Clients tab, select the Only Show Clients that are in a Group checkbox.