Most staff will not have access to Group Maintenance. They will view details of Groups via CRM Menu > Group Enquiry.
The Group Enquiry screen is similar in layout to Client Enquiry, with filters and details of Debtor and WIP balances.
Open a group from Group Enquiry
To open a group simply click on the Group link
The Details tab displays summary information for WIP and Debtors , and the Addresses tab shows any group addresses.
Clicking on the “Clients” button will display Clients within the group and their individual WIP and Debtor figures.
Selecting individual clients will open the detail per Task for that client in the bottom part of the screen.
You can also open a client profile from this area by clicking on the pencil icon under ‘Action’:
The Tasks display show totals of all clients within the group across relevant tasks:
Finally, the Notes screen is where you can maintain notes that are visible across the group:
Displayed as Group Note on all group members:
Editing group information from Group Enquiry
If you have permission to edit group information, you can also do this from the Group Enquiry tab by selecting Edit:
This will open the same screen used to set up a group, where you can edit basic details and addresses:
