Visual Catpro
  

Define Groups

You may assign a group for different accounts. For example the agent falls under 'Agent' group. We may create multiple groups and add various accounts under that for reporting.

Let's take an example. I want to make groups of my customers based on their areas.  For that I create different groups with area names and further put accounts under relevant groups. So first you have to create new Group.

You may create a group by clicking 'Master' -> 'Others' ->'Define Group' as shown below:


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After clicking on 'Add' button following screen shall appear: 

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Enter the group name and click on 'F7: Save' button.

Then you may assign this group to any account already created or while adding a new account as shown in the picture below:
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You may derive various reports based on groups where ever range of accounts may be selected. See help topic Range of Accounts