Set up and manage account groups

Account groups provide a great way to manage your data and can be used for easy reporting and for bulk statement printing and/or emailing. Account groups can be configured using the right-click quick actions or from the Assistants, Groups area.

  1. Click Contacts, then Accounts.
  2. Search for one or more accounts.
  3. Select the accounts to add to the group.

    4. Use CTRL and SHIFT keys can to select more than a single account.

  4. Double-click one of the selected accounts, the click Add To Group.
  5. Click Create New Account Group and enter a Name and Description.
  6. Click OK , then Save and Close.
  1. Select one or more entity to add to the group.

    2. Use CTRLand SHIFT can to select more than a single account.

  2. Double-click one of the selected entities, then click Add To Group.
    • If the group has been accessed recently, it displays in the list. Simply click it to add the items. For example, Group Fred.
    • If the group has been accessed recently it will display in the list and you can simply click it to add the items (i.e. “Group Fred”).
    • If you selected the latter option (Add To Existing Group), you will then need to select the group and click OK.
  3. Click Save and Close.
  1. Click Assistants, then Group.
  2. Click New, then enter a Name and Description.
  3. Set the Group Typeto Account.
  4. ClickOK.
  5. (If required) click Add Entryto add more accounts.
  6. Enter the account name and clickSearch.
  7. Click to add all to Selected.

    8. Use CTRLand SHIFT can to select the relevant accounts displayed.  Use to add only the selected or highlighted items to Selected.

  8. click OK.

    9. If you need to remove accounts from the group, double-click and select Remove From Group.

  9. Click Save and Close.
  1. Click Assistants, then Group.
  2. Double-click to open the relevant group.

  3. Double-click and select Remove From Group.

  4. Click Yes to confirm.
  5. Click Save and Close.
  1. Click Assistants, then Group.
  2. Double-click on the group and select Perform Quick Action.
  3. At the Welcome screen, click Next.
  4. Click + next to Financial Details to expand, then click Apply a Fee.
  5. Click Next and enter the fee details.
  6. Click Next and review the list of accounts the fee will be applied to.

    7. Remove from any accounts you do not wish to apply the fee to.

  7. Click Confirmchanges, then click Next.
  8. Click Finish to save your changes.

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