Working with Groups

A group is a set of employees, contacts, customers, partners or vendors. You can create groups of records to communicate with a set of individuals. For example, invite a group to a meeting, or create folders in the File Cabinet for a specific group in your organization.

With groups you can do the following:

You can create groups by choosing members individually or by using a search of records. To create a group, go to Lists > Relationships > Groups > New.

Create Group page

You can create two types of groups:

When you create a group, the Restrict Group Editing to Owner box is checked by default. Please be aware that if you clear this box, anyone with access to the group can modify it, delete members and access File Cabinet folders. You should ensure that the appropriate permissions have been applied to the roles assigned to this group.

For detailed information about groups, see the following topics:

Related Topics

Working with Records, Transactions, and Lists
Working with Records
Duplicate Record Detection
Working with Transactions
Working with Lists

General Notices