You can create a client group to manage related contacts, create work for them, and see all related jobs in a single view. This might be useful if you have people and organizations that are related by ownership or financial structure.
Create a new Client Group
When you choose to create a new contact, you have the option to create a new client group.
You will then be able to choose a name for you client group, and a contact type if you'd like.
When you click Create you will be taken to the new client group profile page. The profile includes four tabs:
Timeline: The client group timeline will display any emails or notes that you or your team members choose to add. Items related to member contacts are not automatically displayed.
Members: All contacts that are members of the client group are listed here. You can also choose to add new members from here.
Work: Work items that have been created for the client group, or client group members, will be displayed here.
Details: Information related to the client group is stored here, including basic contact details, a client identifier code, primary contact and client owner. You can also upload documents to the contact type on the details tab.
Adding members to a Client Group
Any person or organization contact can be added as a member of a client group that has been created. From the Members tab, choose Add Member. You will then be able to search for any existing contacts, and add them as members.
You can also add contacts to existing client groups from the contact's page. On the details tab, choose to Edit the basic details. You will then be able to search for the appropriate client group, and press Save.
Removing members from a Client Group
Members are removed from a client group from the member's contact page. On the contact's details tab, choose to Edit the basic details. You can then remove them from any client groups by clicking the x.
Viewing work for Client Groups
Work related to a client group will include any work items that have been created with the client group as the client, or any work items for members of that client group. You can view these work items in a range of ways.
The Work tab of the client group page lists all related work items on the work tab.
Or you can sort your Kanban board so that work items are categorized by the client group they are related to.
Filter work by Client Group
You can add a work filter to your work view and only view work items related to a chosen client group/s.
When you filter to see all work relating to a specific client group, you can sort your Kanban board by clients by clicking on the sorting slider. This will sort your work items in columns for each client.
Keep in mind that the drag & drop will be disabled for this view, as you are unable to reassign work from one client to another.
When you are displaying your work in list mode, you will see a column for Related client group.
Work for contacts who are members of multiple Client Groups
Work for a person or organization can be added to a maximum of one client group. When you create work for a contact who is a member of more than one client group, you will have the option to select what group you want the work added to.
Keep in mind that if you are filtering down to a specific client group with the Kanban view, you will only be able to see work items that have been created for that specific client group. If you can't find the work item you are looking for, either no work item is created for that specific client group or maybe it's been created for one of the other client groups that that specific client is a member of.
Create a Client Team
Export, download and edit contact data
Delete a contact
Choose the primary owner of an email address