Client groups is a way of classifying the Jisti customers. In a Client form where we add or edit client, there is a Client Group field where we can associate a Client Group for a client. In this form below, Jim Smeth belongs to a client group Sleepy.
In the list of clients in the Client Detail view, a Client Group for a client is placed below it. For example, Jim Smeth and Travis Beckle both belong to the Sleepy Client Group.
To identify clients in groups, we just scan through the Clients page.
But a more efficient way is to type the Client Group in the Filter box. For example, to identify all Clients belonging to the Sleepy client group, we just type the search key Sleepy in the Filter box.