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Opening client groups

Open information about a client group by following these steps:

  1. Click on the navigation bar.
  2. Click on the navigation bar.
  3. Click . The Open Client Group dialog box appears and allows you to search for an existing client.
note

Click at any time to close the Open Client Group dialog box and return to the Client Groups screen.

  1. Type the client groups' name, or a portion of the name in the Name contains field.
    • Click the Use phonetics check box if you are unsure of the spelling.
note

Phonetic searches do not work with names containing only numbers.

  1. Click . A list of client groups found in the search appears in the dialog box.
    • Click to clear the dialog box and start over.
  2. Select a client group from the Search list.
  3. Click . The client groups' name appears on the screen's title bar. View and modify the client groups' information under these tabs: