The creation of a group allows you to open a matter on behalf of several clients or on behalf of a group of person who do not necessarily constitute a legal person.
Note that before creating the group, you must create the person or legal person of the group individually.
Step 1 : Click on the tab ''Person'' of the general menu.
Step 2 : Click on the icon ''Add a new group'' located in the upper right corner of the window.
Step 3: Name your group.
Tip: If it is a grouping, indicate the name of the grouping.
If this is a joint matter between two individuals, list both names.
Step 4: In the "Contact persons" section of the group, add the individual persons or legal persons that have been previously created.
Step 5: Save your changes using the green check mark.
Result:
You can now open a client record and a matter for this group.
It is possible to add the group as a payer in a matter in order to hold the people in the group jointly and severally responsible for the payment of an invoice.