6.5 Introduction of Grouping Clients

In Pascal 6.5, we introduce the ability to group clients, offering flexibility in organising your client and third-party relationships. This new feature allows you to better structure client data to align with your way of working.

How It Works

1. Adding Linked Clients:
   Navigate to the Linked Clients section within a client profile and click Add Client. Select the clients you want to include in this group.
2. Linking Cases:
   You can also link cases to the same client profile in a similar way.

How It's Beneficial

• Flexible Structures: Organise client data in layers that mirror your preferred way of working.
• Custom Relations: Create intricate client and case relationships without restrictions.
• Improved Transparency: Improve visibility across your organisation.