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Client groups are a great way to categorize or group your clients for various purposes, such as mailing lists, bulk email or text messages, phone calls, or reports. Use this feature to quickly add a set of clients, from a filter or another group, to the desired group. Click Tools > Add Clients to a Group. Follow the steps of the wizard to either add the clients to a new group or an existing group, and then to select the client group or filter of clients that should be added. Click Finish to perform the operation.
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Use this feature to quickly remove a group of clients from the desired group. Click Tools > Remove Clients from a Group. Follow the steps of the wizard. First select the group the clients should be removed from, and then select the client group or filter of clients that should be removed. Click Finish to perform the operation.
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Call records are a great marketing tool to track who needs to be called for upcoming sessions and appointments. You also might want to make a call record for a client that is overdue on a payment or still has proofs outstanding. To create a group of call records, follow the steps below.
Click Tools > Communication Wizard.
The Communication Wizard will walk you through the process.
From the drop-down list choose the set of clients you want to make the call records for based on client group, client status, marketing plan, or filter. This works great for special events! By choosing a group or marketing plan, you can set up call records to many clients without having to remember (or search for) clients who may be interested in the next special event. Click Next.
Choose Phone Call for the type of communication you are creating.
Enter all the necessary call information. Click Next.
Enter your notes about the call. Click Next.
A message will come up indicating that you are about to create call records for all clients in the current filter. Click Finish.
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Delete a Group of Clients is just that, the ability to permanently delete a group of client records. This grouping will be based on an existing client group or on a filter created with the Filter Builder. To delete a group of records, follow the steps below.
Click Tools > Delete a Group of Clients.
From the drop-down list in the Group Delete dialog box, choose the client group or filter upon which you want to base the group delete.
Click Delete.
You will receive a message box indicating that you are about to permanently delete a group of records. It will also ask if you are sure you want to continue.
Click Yes. If you don't want to continue, click No.
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HERE'S A FLASH FOR YOU!
If a client has existing session or invoice records, the record will be skipped and not deleted. |
