Groups let you organise related clients (entities) together under a single label. This is useful when a contact has multiple entities – such as a family trust, a company, and an individual tax return – that you want to manage as one group.
Where to Find Groups #
Navigate to Client Management > Groups in the left-hand menu. The Client Groups page has three tabs: List, Add, and Import.
Viewing Your Groups #
The List tab displays all your client groups in a table with the following columns:
- Name – the group name (click to open the group detail page)
- Clients – the number of client entities in the group
- Added – the date the group was created
You can sort by name or date using the arrow buttons on each column header. Adjust how many groups are shown per page (10, 25, or 50) and navigate between pages using the pagination controls at the bottom.
Adding a Group #
Click the Add tab to create a new group. Enter a Name for the group (for example, “Mitchell Family” or “Smith Business Group”) and click Add Client Group.
Once created, you will see a success message with two options: View Groups to return to the list, or Go to Group to open the group detail page where you can add clients.
Importing Groups #
The Import tab provides a link to the Data Centre, where you can import client groups in bulk.
Managing a Group #
Click on a group name in the list to open its detail page. The group detail page has four tabs:
- Details – view the group’s clients and primary client at a glance
- Manage Clients – add or remove client entities from the group
- Forms – manage forms associated with the group
- Documents – manage documents for the group
You can also click Edit next to the group name to rename the group, or click Delete Group to remove it.
