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Groups, Display Schemes & Members

Display Groups

After you’ve set-up your group schemes (see “Groups, Set-up Schemes”) you can display them as follows, starting from the Main Menu…

  • Click the “Policies” button
  • Click the “Signpost” button
  • Click “Groups / Display / All groups”, which will display all your “group header” policies, as shown below
  • Display Members

    Then to display all the members in a scheme…

  • Click on and thereby highlight any “group header” record that you’re interested in
  • Click the “Signpost” button
  • Click “Groups / Display / Current group”, as shown below
  • Display All Policies Again

    To revert the scrolling list of policies back to normal, simply…

  • Click the “Signpost” button
  • Click “Policies / Display / All clients”