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:

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 containing the clients that are in a group that you want to show.
3. In the left pane of the Settings screen, click Dimensions > Client Groups.
4. Click the Clients tab and select the Only show clients that are in a group check box.