Organizing Similar Clients

You can use the Multi-Entity Groups form to organize similar clients. For example:

Note: This form is only available for service providers.

To organize similar clients:

1.

Select a Group Code. The Multi-Entity Group Details form opens displaying the Group Details.

2.

Enter or select the Client ID. The Client Name displays.

Note: You must enter at least one Client ID, which cannot contain a space.

3.

Click Save. The Client Count and Modified On columns display the updates.

Note: Select the trash can icon () to delete a multi-entity group.