Create and Edit Groups | Scribe

    Create and Edit Groups

    • Smart Kx |
    • 13 steps |
    • 42 seconds

      Create a Group

      1
      In the Firm view, go to the "Households" tab
      2
      Select the households to add to the group
      3
      Click "Create group"
      4
      Enter the group name
      5
      Click "Create group"

      View a Group

      6
      In the Firm view, go to the "Groups" tab
      7
      Click the edit icon
      8
      View the accounts in the group
      9
      View the fee schedules in the group

      Add a Household to an Existing Group

      Edit an Existing Group

      10
      Change the group name
      11
      Delete a household from the group
      12
      Click "Remove group" to delete it
      13
      Click "Save group" to save changes