Deleting clients from a client group

When removing clients from a client group, you can remove them individually, or remove all clients from that group. If you deleted a client by mistake, you can easily add them back to the group.

For additional details, see Client groups.

To remove clients from a client group:

  1. Click the App Drawer button .
  2. In the App Drawer, click View All.
  3. In the list, click Setup. You can filter the list by entering Setup into the Search field.
  4. On the Setup menu, click Clients.
  5. On the Clients menu, click Client Groups.
  6. Remove one or more clients from a group:
    • To remove a client from a client group, click the client count in the CLIENT COUNT column, then click REMOVE FROM GROUP for the desired client(s).
    • To remove all the clients in a client group, click the Clear Group button .
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