Client Groups allow grouping for Reporting analysis and to define defaults within the new client wizard.
Code
A short code to identify the Client Group. This must be a unique code of up to five characters.
Next Code
You may optionally enter the code to be allocated to the next Client created. finPOWER Connect will sequentially number Clients using this as the next code.
Communication Settings
Define if the Client Group is to receive general and/or marketing communication.