Navigate to the Client Enquiry screen (via the CRM menu or the CRM module).
In the search field, search for the client you want to add the group to.
In the Action column, click the Edit icon, then select Client to open the client edit screen.
Navigate to the Reference tab.
Group previously set up
If the group has already been set up, in the Group field start typing the group name (or code) you have set up and select the record from the drop-down list.
Once done, click the save button
Creating a new group
If you do not already have a group set up one option is to set it up from the client card. In the Group field click the Plus icon
This will create a group with the same name as the client being edited. If you wish to change the name or code of the group, navigate to Maintenance > Groups to make this change.
Tip: Our recommended workflow is to first create a family group from the maintenance area, then add this group to clients during set-up (or as needed). This gives you better control of the overall group creation process.
Applying group addresses to a client
From the Client Edit screen, click the Addresses tab.
At the bottom of the screen, click Use Group Addresses.
This will populate the Business , Postal , and Delivery/Residential address fields with the addresses set up on the group. These fields will also be locked so they cannot be changed at the client level.
Click SAVE
Warning:The system will fill all 3 addresses from the information recorded within that Group record.
