Removing Clients from a Client Group

To remove clients from a Client Group: 

1. In the top navigation, click Client.  
   
2. Click the Client Actions button, and then select Client Groups.  
3.  Under Client Groups, select the desired Client Group.   
   
4. Click Edit.  
   
5. Under Selected, enter the name of a desired client in the Search field.  
   

   Note: You can also use the scroll bar to view clients if desired. 

6. When you have found the desired client, click the minus sign icon to the right of their name to remove the client from the Client Group.  
   
7. Repeat steps 5 and 6 until you have removed all desired clients from the Client Group.  
8. Click Save Client Group.