Grouping clients

There are two types of client group in ALB:

Marketing contact groups

If you have the Marketing module, you can define contact groups for use in marketing campaigns. See Marketing for full details.

General groups

You might want to indicate that a client belongs to a certain group of clients. For example, you may have a number of clients who are involved in a group claim and you want to indicate this. You will then be able to search for this group of clients by typing the group's code into Client Search » Search by Unique Reference, Group.

For a client you want to add to a general group, enter a group code of your choice in the Group field on the General Details tab.