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.
Web Suite 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.
Help:
Opens the Web Suite Help in the Client Groups section.
Print:
To preview and print client group report, click Print. Preview displays the full screen representations of the report and allows you the choice of printing or exporting the report. Print button provides you with various options: report preview, print setup, printer selection, refresh data, export data, toggle group tree, zoom, find data and page navigation. Web Suite enables you to zoom in three stages (full page, full width, and close-up) to find the most desirable appearance. You can maneuver around the screen by using the horizontal and vertical slide bars at the bottom and right side of the screen.
Click the Printer icon at the top of the Preview window to print the report. To export data, while in the preview window, click 
. Save the file to the desired location. You can export the report in various formats, including RPT, PDF, CSV, XML, Excel and Rich Text Format (RTF).
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 Web Suite.
Return:
Closes the Client Group screen. Remember to save your changes before closing.