Adding clients to groups

To add all existing clients and future clients to a client group automatically, open the Groups > Create New >  Client   Group  screen and select both options when creating a new client group:

  • Add new clients automatically
  • Include all clients in new group

This will add all  new   clients to the new group as they are created and also include all existing clients in the new group. This also applies to other master records in CORE. Check CORE Help Center for details.

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