ClientBase Groups
Introduction
ClientBase has the ability to create groups to split the different clients into. Then only select groups can be shown to see clients of a certain type.
As shown above press the groups button, Then you will see a list of the groups that can be used. It will show the groups that the currently selected client is in. If you click on any group it adds or removes the client from that group. Once you have chosen what groups you want your client to be in you can press the done button to confirm it.
Selecting by Group
If the clients are in the correct groups you can select clients by using groups. As shown below you can go on to select then click by group. This then allows you to choose a group or multiple groups to show. You can do this by clicking the different ones you want to show. Once you have selected the groups you want to show press “ok” and it will only show the clients that are in that group.
To get every client back as shown below just go on to select again and then click on all. This will then show clients from every group.
