Creating Groups in Client Manager

Groups allow you to view numerous contacts or applications together. Creating a group is completed by working through a 2-step wizard. Please note: after completing the 2 step setup you can then go back in and Edit the group to display the information the way you want.


You must first decide if your group will be built using Contact information or Application information. For example, you want to create a group of all clients with a birthday next month, you only want the client to appear in the group once even if they have 3 or 4 mortgages with you. Your birthday group will be built under Contacts. On the other hand, if you want a group of all maturities, the maturity date is information contained in the application section of the Client Manager so your group will be built under Applications.


On the Contacts or Applications tab, click on the link on the left under to Create a Group.


Step 1 is to give your group a name, making it as descriptive as possible. Click Next Step.


Step 2 of the wizard is where you set up the logic of which clients in your database you would like in the group. If you would like a group of your maturities, this is where you would set that up.

Creating_groups_client_manager.png


To create a filter you must fill in your criteria using 3 pieces of information.

  1. The first is the drop down menu, select the field that you want to search. If the field you want to use is not in the drop down menu, select the 'All fields' button above.
  2. Choose the logic of your group. Ie Equal to, Contains, Is Empty etc. The logic options will change depending on the field you have chosen.
  3. Depending on your logic, you may also need to fill in the field 'What are you looking for'. This is the value you want the Client Manager to search on.
  4. Click '+Add this Criteria'. Your filter will show up under Current Filters. At this point you can click Save Group Settings or build another filter to narrow down the results of your group.

Click Save Group Settings. You will be returned to your list of Groups.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

0 comments

Article is closed for comments.