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 Setup.
3. On the Setup menu, click Clients.
4. On the Clients menu, click Client Groups.
5. 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 .