What’s it for:
Client Groups are used to group clients together. These are useful for filtering grids and reporting purposes.
You could also localize this subgrid to use for other grouping purposes.
Use of Client Groups is optional.
Where to access the Client Groups subgrid:
| • | from the menu bar SubGrids |
| • | from the Rates grid menu bar |
| • | from jump buttons within Client screen and Head Office screen. |
Where Client Groups are selected and used:
| • | within Client entry screen and within Head Office entry screen |
| • | within the Rate grid |
| • | displayed as a column on the Clients grid, the Head Offices grid and in the the Service Workorders grids |
| • | available in reports from the Clients grid, the Head Offices grid and Service Workorder grids. |
How to add new:
As with other sub-grids within AyaNova, you can quickly add a new item to the list by clicking within any of the columns of the top row and begin entering.
A new line will appear where you can enter in the new item
Close the grid by selecting the X in the upper right hand corner
Now if you select the drop down list for Client Group, the newly added item is now available for selection
