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Click clients then click groups to go to Clients Group
Creating a New Group
To create / setup a new group, click on the + New button
Type the name of the group and click save
After saving the group, you can now add clients that will be included in this group. To add a client, click on the add icon on the right side of the client's section
Fill up the information and once done, click save then click close (the button next to save) to go back.
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You can type the name of the client under client field and group fund to bring up the name of the client and the funds of the client respectively |
Repeat the steps until all the client are included in the group
Editing the Group
You can click on the checkbox and click edit to edit the group. You can also use a shortcut by double-clicking the name of the group you want to edit.
Fill up the necessary changes in the group and click save to save the changes made.
On this page, you can also delete clients so they will not be included in the group. To do this, can click on the delete icon on the far right side of the client name
Deleting a Group
To delete a group, click on the checkbox and click on the delete button that can be found on the upper right corner
A pop up will display. Click on Ok to delete the group and click cancel if you click delete by mistake.
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To get started in setting up the group, click Next >>>>