List and open clients that are in the same group from the Client's Group Tab
In other words, have 3 list boxes in the Client's Group Tab, instead of the current two. First two list boxes would be as they are now. Currently the list boxes are...
1) All groups
2) Groups that current client belongs to
3) New list box would show the clients that are a member of the group that is selected in the second list box
- double clicking on a client in the third list box would open that client 'card'
This would make it more intuitive to work with groups for the purpose of relationships between clients such as ...
- Employees of a company, open a company card, see the employees
- Family relationships, large family groups with it's different members that are separate clients
- Vendors of the same type like 'Florists', etc.
I realize this can already be done from the Clients hub. I just think it will be more intuitive for the user when working with clients in a group,
where the purpose of the group is the relationships between the clients. To be able to see and open the other client cards from any of the clients who are members of the group.
Think of it like, you can see a list of invoices from the invoice hub but you can also see the list of invoices that belong to the client from within the client 'card'.