Client Groups

The Group button opens the Client Groups screen. Here you can create new groups or edit existing groups. Clients can be grouped around any common characteristics—industry, location, rainmaker, etc. A client can be a member of more than one group. A client can be a member of more than one group.

Groups can be used to filter the grid list on the Client screen, to select a group of clients to bill on the Billing Review screen, and so on. Grouping is available for all master information records.

Client Groups:

ID of the client group. You can select one from the drop-down list.

Name:

Displays the name of the selected client group.

Available/Assigned Items:

Available clients are in the left list box, and selected or included clients are in the right list box. Arrowhead buttons between the lists move selected clients back and forth.

BillQuick Online automatically creates a group "ALL" which includes all the clients that are in the list, and is automatically updated when any client is deleted or added.

Client Groups Button Panel

Help:

Opens the BillQuick Online Help in the Client Groups section.

Print:

Opens a report in the Report Viewer, where you can preview and print the report.

Options:

Inactive:

Select this check box option, to make the selected group as inactive. Inactive groups will not appear in the time and expense entry screens, nor will they be figuring in Project Control and Employee Control screens.

Include All:

Selecting this check box includes all the clients in this group. In addition, if this box is checked, any new clients that are added to the database are automatically added to the selected group.

Show Active Clients Only:

Select this check box to view only active clients in the Available Items grid.

Delete:

You can delete an entire Client group by filling in the Client Group ID and then clicking Delete.

Save:

After you have completed entering or modifying Client Groups click this button to save the information.

New:

Click to open the New Client Group screen wherein you can add a new Client group into the BillQuick Online.

Return:

Closes the Client Group screen. Remember to save your changes before closing.