Groups are any Clients that have a logical relationship.  These are clients that have a logical thread linking them together.  For example:  Arjun Mishra may appear in a number of Clients as an owner, a beneficiary, a family member, etc.  All the Client’s that this person forms a part of, can be grouped together for reporting purposes.

In the Groups section you can:
  • Search for specific existing groups.

  • Create a new group by selecting Add Group.

  • Open a group’s file, by clicking on the name or on View Group Details.

  • Delete an existing group.