Search for Client Groups

Use the Groups Setup tab under the Client Groups submodule to search for client groups.

To use the Client Groups submodule, you must have access to Settings as defined in the User Access Rights submodule under Settings.

To search for a client group:

1. On the main toolbar, click Settings .
2. If you have more than one company in your system, use the drop-down list above the left pane of the Settings screen to select the company containing the client group that you are looking for.
3. In the left pane of the Settings screen, click Dimensions > Client Groups.
4. Click the Groups Setup tab and on the grid toolbar, use the Search field to enter a keyword associated with the client group.