Home > Clients > Client How To's > Using Client GroupsUsing Client Groups
You can use client groups to:
Refer to Client Groups for set up instructions prior to using client groups.
Use your client groups to narrow down the list of clients that are displayed at one time.
Open the Clients hub.
Choose the "Client Group" search option in the Search section of the ribbon.
Select a client group from the drop-down list to display just the clients in that group.
You can export client lists from the software using the Export to Excel tool on the ribbon. The export will contain only those clients that are displayed on the hub at the time of export. Use client groups to export a list of clients that belong to a specific group, your "Newsletter" group, for example. See also: Exporting or Deleting a Group of Clients
Filter the Clients hub using the steps above.
Click Export to Excel on the ribbon. The software will create a spreadsheet file you can save to your local computer.
For instructions, see the Client Lists and Labels topic.