Show Only Clients that are in a Group
Use the Clients tab under the Client Groups submodule to show only clients that are in a group.
To use the Client Groups submodule, you must have access to Settings as defined in the User Access Rights submodule under Settings.
To show only clients that are in a group:
- On the main toolbar, click Settings .
- 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 containing the clients that are in a group that you want to show.
- In the left pane of the Settings screen, click .
- Click the Clients tab and select the Only show clients that are in a group check box.
Parent Topic: Clients Tab