How To Group Clients

How To Group Clients

1. Select a desired clients
2. On the right side pane, click on "Other Info" tab.
3. Enter a field "Type" and value "<any user selected value, e.g. Criminal or Divorce or Bankruptcy>". Un-check Encrypt This Field Value .
4. Save.

Repeat this for all desired clients, enter appropriate category value e.g. Criminal or Divorce or Bankruptcy.

When you want a list of all clients of type for example "Criminal". Click on "Clients" tab on the top left corner and in the search box below, entercriminaland you will see the list of all clients of type criminal.  

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