Search for Client Groups

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

To search for a client group:

1. On the main toolbar, click Settings .
2. In the left pane of the Settings screen, click Dimensions > Client Groups.
3. On the Groups Setup tab, click on the Search field and then enter a keyword related to the client group.