Client groups directory

The Client groups directory is used to manage client groups.

Location: Transactions -> Directories -> Client groups.

Client groups can contain any number of nested subgroups.

Client groups directory

Data grid columns:

Context menu commands:

and the commands in the Additional functions submenu.

The New client group, Client group and Client groups windows are used for adding, viewing and editing client groups.

The confirm delete window is used when deleting client groups. When a client group is deleted, all clients and client groups contained in it are also deleted.

The Select client group window is used to select client groups from form fields in other windows.