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Creating a Group from an Individual Record

Article ID: 188
Last updated: 11 Jun, 2009

Beginning in an Individual record, select the Groups Panel Pane. The Groups Panel Pane expands. Any existing groups associated with that individual record are listed. Groups created earlier can be selected by Category and Group name using the two drop down menus. Click the Add to Group button to create a new Group. The Group Add window appears. Select a Category by clicking the drop-down arrow on the Category: field. Select a Category from the list. Click the New button beside the Group: field. The Group Add window redisplays without the drop-down arrow and New button for the Group: field. Enter the new Group name in the Group: field. Click the Save button. The Groups Panel Pane redisplays with the new Group listed for the individual.



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Article ID: 188
Last updated: 11 Jun, 2009
Revision: 1
Views: 507
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Creating Groups       Adding New Members to the Group