Groups

Navigation: Settings → Groups

Used for creating new groups of Account, Contact, Lead, Opportunity, Contract, Knowledge Management, Risk, Incident, Problem, Issue, Change request, Media. Groups can be used to simplify view of various tables using Filter  available Group functionality, easily create audience for Campaign, etc.

Groups_oveview

1. Categories for which it is possible to create groups are provided on the right.

2. Groups (parent groups and subgroups) available for selected category are provided on the left.

3. Multiple parent groups can be created for single category. Click add_new to create new parent group. There is a possibility to create new Group when assigning record to a group.

4. Multiple subgroups can be created for single parent group. Click subgroup_create to create new subgroup.

5. Click Edit_button to edit a group.

6. Click Delete_buton to delete a group from list. Note: it is possible to delete only groups that do not have any subgroups.

Create new parent group

To create new parent group follow these steps:

1. Open the interested category from the list on the right.
2. Click add_new button to create new parent group.
3. Fill in the name of the parent group, choose its parent.
4. Click Save.

New_account_group

Create new subgroup

To create new subgroup related to parent group follow these steps:

1. Click subgroup_create button in the parent group line to create new subgroup.
2. Fill in the name of the parent group, parent is filled in automatically.
3. Click Save.

New_subgroup

Create new group when assigning record to a group

To create new Group when assigning record to a group in a record form or list:

1. Click Create Group.
2. Fill name of the group.

New_group
3. Group saved automatically when click anywhere.

4. Click Subgroup to create subgroup of parent group.

Subgroup_view