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:
- Click the App Drawer button .
- In the App Drawer, click View All.
- In the list, click Setup. You can filter the list by entering Setup into the Search field.
- On the Setup menu, click Clients.
- On the Clients menu, click Client Groups.
- 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 .