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Client Group Preferences

Allows for the activation of the Client Group module and preferences q

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Written by Chris Curd
Updated over 3 months ago

Client Groups (On/Off)

This setting enables or disables client groups in SitePad CRM. When enabled, users can categorize clients into different groups for easier management and segmentation.

Allow Duplicate Client Group Names

When enabled, this setting allows multiple client groups to have the same name. This can be useful in cases where different departments use similar grouping conventions.

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