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Using Client Groups

In order to effectively communicate with and market to your clients, you ideally want to categorize your clients in as many ways as possible. Client groups are the primary way of doing that in Stratus. A client can belong to many groups or none at all. Using client groups, you can generate lists for mailings, phone calls, promotions, and more.

Setting up Client Groups

Before you can assign your clients to groups, you will need to create your client groups in Stratus. Note: You may have already have several groups set up if you used the Preferences Wizard to get started with Stratus. The following instructions will show you how to create, modify, and delete client groups. See also: Setting up Stratus with the Preferences Wizard
  1. Go to Maintenance > Clients > Client Groups to open your list of client groups. 

  2. The following editing options are available, either on the ribbon or directly from the grid:

    • Add a Group - Click New on the ribbon, or type directly into the first line of the grid. If you want to add a group at a specific spot in the list, use the Insert tool. 

    • Modify a Group - Double-click the group and then edit the description.

    • Delete a Group - Highlight the group and click Delete on the ribbon.

    • Change the Order - Highlight a group and use the Move Up and Move Down tools on the ribbon.

    • Make a Group Inactive - Check the Inactive box to hide a group you are no longer using (but may not want to delete).  

  3. You may also want to:

    • Hide Inactive Groups - Click Hide Inactive on the ribbon to hide (or reveal) any inactive groups.

    • Print the List - Click Print on the ribbon to generate a printed report of your client groups.

    • Export the List to Excel - Click Export to Excel to export an Excel file that you can download.  

  4. Close the window when finished.

Using Client Groups

You can use client groups to:

Filter the Clients Hub

Use your client groups to narrow down the list of clients that are displayed at one time.

  1. Open the Clients hub.

  2. Choose the "Client Group" search option in the Search section of the ribbon.

  3.  Select a client group from the drop-down list to display just the clients in that group.

Export a Client Group

You can export client lists from Stratus 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 a Client List

  1. Filter the Clients hub using the steps above.

  2. Click Export to Excel on the ribbon. Stratus will create a spreadsheet file that you can save to your local computer.


Print a Client Group

For instructions, see Printing a Client List.

See also

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