How to use client groups?
TL;DR: Create client groups to segment clients by service type, status, or any criteria you choose. Use groups to filter reports, monitor work performance, and analyze time spent across customer segments.
Who can do this
Company account administrators (to create and manage groups)
Any member with client editing permissions (to assign clients to groups)
Organize accounting clients by groups
Create client groups to segment clients. This gives you an overview of the services offered to each client and their status, for example: alliance or potential client, annual report client, one-time service client, and more.
Customer segmentation is helpful for reporting, where you can prepare reports based on different groups, monitor work performance, and analyze how working time is spent for different customer segments.
How to create client groups
Select Settings & Apps from the main menu.
Open the Clients app.
Click + ADD to create a new client group.
Enter a name for the new client group.
Save the group.
There is no limit to the number of groups you can create. One client can belong to several groups.
Renaming a client group
Click the edit icon (pencil) next to the existing client group name.
Update the name in the dialog that opens.
Save the changes.
Deleting a client group
Click the edit icon (pencil) next to the client group name.
Click Delete in the dialog.
Important: You can only delete groups that have no clients assigned to them. To delete a group that has clients, first check which clients belong to it in the report, then remove those clients from the group.
All groups created for the company are immediately available for grouping existing and new clients.
Assigning a group to a client
Select Clients from the main menu.
Click the client you want to add to a group.
On the client's profile, click the edit icon (pencil) next to the client's name to open client settings.
In the Client groups dropdown, select one or more groups.
Save the changes.
The groups assigned to the client are visible on the client profile under the Information section.
Client groups in reports
Select Report from the main menu.
Click the + (add filter) button to open the filters view.
Choose the Client group filter.
In the dropdown that appears, select the client group you want to view.
Tip: After creating a report with your selected filters, save it by clicking the save icon (disc). Read more about saving reports. You can also save the report for the entire office.
Troubleshooting
Cannot delete a client group: The group still has clients assigned to it. Go to Report, filter by that group to see which clients belong to it, then remove those clients from the group before deleting.
Client group does not appear in the filter dropdown: Verify the group was saved successfully in Settings & Apps under the Clients app. Refresh the page if the group was recently created.
Client belongs to the wrong group after import: When importing client data, group names must match exactly (including capitalization) with the groups configured in Settings & Apps.
