Before you can assign clients to a group in Practice Manager Contact, you first need to create the group.
Add a Client Group
Log in to Practice Manager Contact.
Go to the Client menu, click Client Groups, New.
In the Name field, enter a name for the new group.
In the Group Ref field, enter a reference number for the group or leave it blank to have one generate automatically.
If you use Time+Billing, and require invoices to be directed to the head client, select the Direct Invoices to Head Client check box.
Click Save.
Add clients to a Client Group
Log in to Practice Manager Contact.
Go to the Client menu, then click Client Groups.
Highlight the group you want to add members to.
On the bottom menu bar, click Add.
Click Find, Tagged or Filter to select the clients to add to the list.
When the list of clients is complete, click OK.
To set a Head Client for the group, highlight the required client and click Set Head Client. To reflect this, a Y will be displayed in the Head Client column.
Synchronise addresses with a Head Client
To synchronise member client addresses with those of the Head Client:
Log in to Practice Manager Contact.
Go to the Client menu, then click Client Groups.
Highlight the group, then highlight the required client, then click Sync Address.
Choose OK to proceed.
To reflect this, a Y will display in the Sync Address column.
Repeat for each client required to synchronise the Head Client address, then click Close.