Overview
Check out the interactive video below to learn how to manage and use client groups in desktop.
Managing group services is simplified through the use of client groups in PIMSY. By creating and maintaining a Client Group, you can efficiently document and manage group services in just a few steps, eliminating the need to enter documentation individually for each group member.
Required Permissions and Prerequisites
- This article is in reference to our Desktop application
- Please refer to our article on How to Manage Client Groups to learn more
Creating and Modifying Client Groups in Desktop
Watch this interactive walkthrough to see step-by-step instructions for managing client groups.