If you have multiple clients that are sub-branches of one company, you can use a Company Tag/Code to group these clients together for quick and easy reporting
Create a Company Tag
Go to Account – Companies
Enter a Company Code (Tag)
Tip: You will select this code in custom reportsEnter the Company Name or description.
Tip: This is for your reference, add detail if it helps.Click Add
Add clients to a Company group
Go to Client – Find Clients to search for a client that belongs in this company group
Select the clients Trading Name to open the Edit Client page
At the bottom of the page, select the Company Tag/Code from the Client Grouping drop down.
Click Save
Continue the same process for each client related to the company
Tip: To see which clients belong to a company group/tag, go to Account - Companies. You will see at a glance any clients who are grouped under one company.
You’re all done. You can now filter by these companies for reporting.
More information
Click Here for information on how to edit clients.
Click Here for more information on custom reporting.
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