OMNIMax Help Manual‎ > ‎Client Management‎ > ‎Groups‎ > ‎

Group Details

When you select to View Group Details, this screen is displayed.  The group details can be viewed or changed.

The first part of this screen shows the name of the group that was selected.  On the right is the Edit option.

To view the notes about this group, click the right arrow next to the name.  This will display a screen with the notes.  This is a view only screen.  To close this screen, click the down arrow next to the group name.

To change these notes, click Edit.  The Edit Group Details screen is displayed.  This option invokes the same screen that you used to create a new group.

The second part of this screen shows the Related Clients.  Clients that are associated with this group are listed in alphabetical order.  To edit or view a Client, select View Client Details.  This opens the Client Details screen.

Subpages (1): Group Details Edit