Groups |
| In order to comply with the SPPS requirements and to facilitate the standardised mass handling, you are able to define dynamic or static clients' groups. Dynamic means that a list does not need to be made topical after every new input / change of a client. The dynamic groups consist of an unlimited combination (with, or, without) of values of criteria, organizations, methods, portfolio size, etc. To establish a static group, you can either convert a dynamic group or choose the clients individually. |
