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Why aren't all work items under a client group?
Why aren't all work items under a client group?
Work for a person or organization can be added to a maximum of one client group
Andi Ancheta avatar
Written by Andi Ancheta
Updated over a week ago

Work for a person or organization can be added to a maximum of one client group.

When you create work for a contact who is member of more than one client group, you will have the option to select what group you want the work added to.

To move a work item from one Client Group to another, simply click on the options menu "..." and select change client to update related Client Group.

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