Grouping of Clients.
Let’s say you want to group clients into sections so it's easier to manage and view the clients. There is a Ledgersync function called "Firm/Grouping". We are releasing this future in Phases
Why use this function?
- You want to split up the client view into specific layers, for example by Industry (medical, restaurant, real estate) or any other preference
- For outsourcing firms you can split up clients into various accounting firms
For now it's just a grouping for you to manage your clients.
How to use:
A) Click on Client Management tab on the top of the Ledgersync Page
B) Click on Firm/Group sub tab towards the right
A modal screen will pop up
C) Create the name of the group
D) Map the clients to the group that you have create
At the end you will have a grouping that looks like this.
The side bar will show the grouping of clients in this manner. It's a nice way to organize your client list.
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