Groups How To's

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A group is a subset or a subcategory of a Record Type. It can be used to list records in a much more flexible and efficient way than can be done with the standard listings.

How to Create Groups

Tutorial Video

Step by Step Guide

1. Go to the GROUPS tab


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2. Click on the "New Group" button


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3. Choose a title for your group by filling out the TITLE field.


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4. Under Type, choose which data type this group is a part of.


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5. Under Filter, choose the filter you want to use.


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6. Click on the UPDATE button to save. You now have created a Group.


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See Also

Groups

How to create Filters