Groups are a great way to link individuals and entities together. Linking helps provide services for several entities but bills all to one client account. For example, accountants may do a business tax return, a trust tax return, and an individual tax return. So, when writing a proposal, each service can be tagged to the correct recipient while only one contact pays the bill.
Groups allow you to write a single proposal addressed to one of the group entities and set group members as the service recipients.
Setting up a group
1. Click on the Create Group button.
2. Select the client records you like to group and click the save button. You can use the filter function to find contacts quickly.
3. Give the group a name
4. Select the group's primary contact. This is the person who usually pays the bill. However, the bill can also be sent to a secondary contact when writing a proposal. This is an indicator only.
5. Click Save
Group has been added -
can be hide as well-
