Client Groups

Client Groups allow you to group various clients together and quickly identify them at a glance.

• You can assign a colour to the group that will appear in the Client Lists, Support Tickets & Dropdowns
• You can assign a Group Discount that will apply to all future orders & invoices for those clients
• You can set the group to be exempt from suspensions or terminations
• The Separate Invoices feature can be specified for an entire group

Client Groups can be managed from the option in the Setup menu. You can add, edit and remove client groups from this screen. You cannot remove a group that is in use.

Clients can be assigned & changed to other groups from the Clients Profile area.