Assign Clientele Groups
General Information: After your clientele groups have been defined in the Define Clientele Group function, the Assign Clientele Groups function is where you SELECT, or "assign" clientele groups to yourself for the purpose of reporting clientele contacts. You need to select one or more groups.
To assign a clientele group for reporting, click on the Assign Clientele Groups link in the menu bar at the left of the screen. You will then see ALL the clientele groups defined in your county. This will include groups defined by other advisors in the county as well as groups that you defined. Determine which clientele group you wish to assign to yourself, and click on the Assign link in the right hand column to assign the clientele group to yourself. You will then see the message "Clientele Group Assigned" above the blue bar and the right hand column will display the words Unassign. To assign another group at this time, click on the Assign link for the additional group you are selecting.
To remove your association with a clientele group, go to the Assign Clientele Group function and click on the Unassign link. You will then see the message: "Clientele Group Unassigned."
NOTE: If you have previously entered contacts for this clientele group, you will not be able to "Unassign" this group until the contact data is deleted.