The Group View module helps users manage and monitor client groups, partnerships, or branches within a centralized system. It provides a tabular interface for viewing group-related data and enables filtering, searching, and exporting capabilities.

Filter Bar

  1. Report Filter: Dropdown to filter by group type or reporting criteria (e.g., All, Assigned, Unassigned).
  2. Group Status: Dropdown to filter groups by status: Active, Inactive, or All.
  3. Group Nos: Displays the count of groups being shown (e.g., Group Nos - 0).
  4. Search Filters: Fields to search by:
  • Name: Partial or full match for group names.
  • Category: Dropdown to filter based on group categories (e.g., Partner, Branch, Individual, etc.).
Last Updated: