Create Client Groups

Use the Groups Setup tab under the Client Groups submodule to create client groups.

To use the Client Groups submodule, you must have access to Settings as defined in the User Access Rights submodule under Settings.

To create a client group:

1. On the main toolbar, click Settings .
2. If you have more than one company in your system, use the drop-down list above the left pane of the Settings screen to select the company for which you want to create a client group.
3. In the left pane of the Settings screen, click Dimensions > Client Groups.
4. Click the Groups Setup tab and click Create client group .
5. You can edit the Group name field by double-clicking on it.