Client groups

Power Search
With Power Search, you can create custom search criteria to filter the clients displayed in your client list and in most reports. Unlike advanced filters, your custom Power Searches can be saved for future use and shared with other staff members. Power Searches are also used when creating client groups […]
Client groups
Client groups are used to organize similar clients together. You can create a client group and then add clients to the group, or you can select a group of clients first and then create the group. After a client group has been created, you can manually or automatically add and […]