This article explains how to add a Client Group in GhostPractice®.

Add a Client Group

Click Client Groups on the toolbar, and the Client Group module will open, displaying a list of all Client Groups.
Click the New button on the Client Group toolbar.
The Client Group tabs are displayed. There are two tabs in which you can capture details.
In the General tab, follow the prompts to capture general information about the Client Group.
In the Contacts tab, you can link Contacts to the Client Group.
- Linking Existing Contacts to a Client Group:
  - Click Link Contact, and the Add Contact dialog box will open.
  - To navigate through the Contacts, click the relevant letters at the bottom of the dialog box. Select the check box (es) next to the Contact (s) you want to add.
  - Click Add.
- To create a Contact and link them to the Client Group:
  - Click the Create Contact and Link button, and the Contact Details dialog box will open.
  - Follow the prompts to capture the information about the Contact.
  - Click Save.

When you have finished filling in all the relevant information, click the Save on the Client Group toolbar.

Click Client Groups on the toolbar, and the Client Group module will open, listing Client Group.
Click All at the bottom of the screen to display Client Groups at once, or click a letter to display the appropriate Client Group.
Select the Client Group you want to edit, and click Edit.
The details are displayed in the Client Group tabs. Change the details as required.
Click Save.

Click Client Groups on the toolbar.
Click All at the bottom of the screen to display Client Groups at once, or click a letter to display the appropriate Client Group.
Select the Client Group you want to deactivate, and click Deactivate.
A Confirm Deactivate message will pop up; click Yes to deactivate the Client Group.

Field	Description
Created	Date and time the Client Group was created.
Account number	Client Group account number, which is automatically generated by the system.
Group name	Enter the name of the Group.
Physical address area	Enter the details of the physical address.
Language	The language in which the correspondence to the Client Group, e.g., Posting and Billing codes, will be generated. Select English or Afrikaans.
Branch	Branches of the legal practice. Select a branch to which the Client Group will be assigned.
Postal address area	Enter the details of the postal address. If the postal address is the same as the physical address, a check box is provided to indicate this.

Field	Description
Link contact	Opens a list of existing Contacts that you can link to the current Client Group.
Create contact and link	Opens the Contact details dialog box in which you can capture information about a new Contact. Once saved, the Contact is linked to the current Client Group.
Delete contact link	Removes the link of the selected Contact to the current Client Group.

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