Group 📒

Grouping helps in easy identification for the same related clients of one family/entity.clients together for quick review and filtering. Example of a Client Group

1. Mr A ( Father)
2. Mrs A (Mother)
3. Son & Daughter of Mr A & Mrs A
4. Company run/operated by Ms/s A

The idea is to group all clients belonging to the same family or business entity, especially if billing decisions are centralized.

📌 For instance:
If two brothers are currently managed under a single billing entity, they belong to the same client group. Later, if one brother decides to manage his finances independently, you can create a new client group and move his client record accordingly.

🛡️ This action requires MasterData permission.

• Create Client Group
• Edit Client Group
• View Client Group
• Tips 💭

Create Client Group

Client group can be created at the time of creating client itself. See Creating Client for more details. This requires MasterData Permission.

Edit Client Group

To edit client group, go to Client List > Click on Group Name to go to Group View > Group Edit Tab. This requires MasterData Permission.

View Client Group

🔍 Click on the Group Name or Group Number in the Client List to view or manage the group.

(Note: This action requires MasterData Permission)

Tips 💭

1. Create a Client Group called as Administration and under this create clients for tracking non-billable office work
   Example:
   • Training
   • Admin Work
   • LIC

2.Create Client Groups for Internal Teams: For example, create a group called HR to track onboarding, hiring, and internal compliance tasks.

3.Use Groups for Seasonal or Temporary Engagements: Create a group like FY25 Audits to group clients under specific audit cycles or projects.

4.Segment by Business Unit: Create groups like Retail Clients, Service Clients, or Manufacturing to enable team-specific filtering and billing control.