Assign contacts to Client Groups

 
     

Follow the instructions below to add a client contact to a client group:

  1. In the Clients section, click any contact in the list to select it. Then click Client Groups, and choose Add to Client Groups.

    Add to Client Groups

  2. In the Add to Client Groups window that appears, select the Client Group to which the selected contact should be assigned, and click Save. This adds the contact to that group and closes the window.
  3. To view the Client Group(s) to which a contact is associated, click the View drop-down in the Client Groups column for any contact.

    View Client Group Details

 



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