Group Editing

The Group Editor (in the Deluxe version of TRAK) allows for manipulating client groups; this includes creating, deleting, renaming, and modifying which clients are to be in which group.

Groups in TRAK

In TRAK, Groups are sets of client files which can be processed together as a group (in the Batch Processing tool), and/or can also be filtered as a set in the Database tool. These Groups may be created when client files are imported or in the Group Editor (found in the Setup tab). Clients may also be removed from groups (without being deleted) using the Group Editor.

Group Editor

The toolbar at the top of the page allows for the respective action.

Client files on the right are members of the group name shown at the top. Client lists may be filtered by clicking on the column header and selecting the criteria for filtering the data.