Create a Client Group
1. Navigate to Setup -> Groups, select the Group type Client
2.Click on:
a) the green ‘+’ button on the top right of the screen
or
b) the wording “Create a new Client group” on the bottom left of the table
You will see the following screen and it will show the total number of clients you have with no filtering on the bottom left of the screen.
3. Enter the Group Name you require
4. Select if you want the report to be Dynamic or Static:
Dynamic – A dynamic group is defined by the filters added, for example, if a group has been defined by a particular Adviser, any new client added under this Adviser will automatically be part of that dynamic group
Static – A static group is defined by the records you wish to include and will not change once saved.
5. Include a Description – for your reference e.g. Clients with AUM over £500k
6. Enter Type – for your reference e.g. Report
7. Order columns and set filters to help create your group – the following columns/filters are available, and you can use the search box below the heading by typing in the specific item/s names to find them.
8. Click on Save when you are happy with your group – you can set up Multiple Groups see below:
9. If you have created a Static Group – you can manually assign/unassign clients to your group through the Client Dashboard.
On Fastrak, navigate to the Client Dashboard à Locate your client and select the pencil icon on the right-hand side of the client. On the right-hand side of the screen select the group required. See the example below:
