Client Groups
Client Groups are a Rollout specific Feature and can be used only within the same Rollout.
They can be managed under Inventory -> Client Groups by users who are at least Rollout Manager.
Creating Client Groups
Client Groups can be created by using the Create Group button in the upper right corner.
In the Client Group creation slide-over, the user must define a name for the Group. Furthermore its possible to add a description and choose a color. The default color is indigo.
Modifying Client Groups
Existing Client Groups can modified by either directly utilizing the Groups edit button, or by using the Action button in the upper left corner after selecting one or several Client Groups.
Client Group Order
Client Groups are sorted descending in order of importance. By default, newly created Groups will appear on the very bottom of the list. The order can be adjusted by simply dragging Groups to the desired position in the table.
The Client Group order is important for a number of other features, as explained below.
Other features accessing Client Groups
Clients can be assigned Client Groups in the Client Detail View.
The Client Groups Field behaves like a Multi-Select Custom Field, so its possible to select several Groups per Client.
Client Groups are used in the Roadmap, when scheduling for Client Groups is chosen. The Client will follow the schedule of its highest Client Group.
For setting up a Client Assignment, Client Groups are not required.
If they are used however, it is possible to define the responsible Technician per Status per Client Group.
In the case of a Client being part of several Client Groups and these Groups being planned in the Client Assignment, the responsible Technician is determined by the Clients' highest Client Group.
Appointments can be configured to only affect Clients with specified Client Groups. Here, the Client Group order has no effect.
Checklists utilize Client Groups as Checklist steps, enabling the User to make changes to the Client Groups through the Client Dashboard.
In the Inventory Dashboard, Client Groups are used to display the Rollouts progess per Group and the overall distribution of Clients per Group.
Client Filters can be configured to only show Clients that are part of one - or several - Client Groups. Here, the Client Group order has no effect.
The Delivery Sheet will always display Client Groups in the General section.
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