Client groups and members

A client group gathers a family or business group, such as the Quill Family: the individual, their company and their super fund.

A client group's Members tab.

1. Create the group with Add Contact > Client Group.

2. Open it and go to Members.

3. Press Add Member and choose each client.

The group has its own Timeline, Work, Time & Budget and Details. Its Time & Budget adds up unbilled time across every member, and a tag on the group applies to every member too.