Creating a Static Group

The membership of a static group remains constant. You can create static groups by selecting members from lists and with a search. Support and sales groups must be static groups.

You can also use CSV Import to create and update static groups. For more information, see Group Import.

You can add or remove members from a static group at any time.

Note:

You cannot create a static group with more than 10,000 members. For groups larger than 10,000, you must create a dynamic group.

To create a Static Group:

Go to Lists > Relationships > Groups > New.
On the Create Group page, choose Static.
Choose the kind of members you would like this group to contain.
Click Continue.
Enter a name for this group.
If applicable, complete the following:
- If the owner of this group is someone else, select that person in the Owner field.
- If this group shares an email alias, enter the email address in the Email field.
- Enter other information about this group in the Comments field.
- Check the Private box if you want to restrict viewing (and also editing) of this group to its members.
- If you want to restrict access to this group to members of another group, select the group in the Restrict To field.
  
  Note:
  Restricted groups cannot be marked private. Restricted groups can only be used by members of the group you select in the Restrict To field.
- Check the Restrict Group Editing to Owner box if you want to restrict editing permissions to the group owner as specified in the Owner field.
  
  You should enable the Restrict Group Editing to Owner preference whenever you are setting up a group to control access to sensitive information. For example, when restricting access to certain File Cabinet folders.
  
  If you intend to grant other members of the group editing permissions, either make the group private or restrict it to another group by enabling the relevant setting on the group records page. Do not place sensitive material in a File Cabinet folder that is accessible from a public group.
  
  Also ensure that the role used to access the group has an appropriate CRM Groups access level assigned to it on the relevant manage roles page. (Go to Setup > Users > Role > Manage Roles.)
  
  If you disable Restrict Group Editing to Owner and choose to make your group public, any user with access to a role with edit-level access to CRM Groups, can access and edit your group’s content. This includes access to File Cabinet folders as well as adding and deleting members.
  
  For more information about assigning role-based permissions, see Reviewing Permissions Assigned to Roles.
If you are creating an employee group, the following fields are available:
- Support Group – Check this box to mark this group a support group.
  
  On case records, support groups are listed in the Assigned To field. When you assign a case territory, support groups are listed in the Support Rep. field.
- Product Team – Check this box to mark this group as a product team.
  
  Product team groups can be selected in the Product Team field on issues. Product teams designate who is responsible for resolving an issue. Members of this team are emailed when an issue is first entered so that everyone is aware of the problem.
- Functional Team – Check this box to mark this group as a functional team.
  
  Functional teams can be emailed copies of the issue from the Communication subtab on issue records. You may want to check this box for all product team groups and then create additional function team groups for other teams you want to email.
- Issue Role – Select a role that corresponds to the role of this group's members, and this group can be assigned to issues.
On the Members subtab, do one or more of the following:
- To add individual members, enter part of a member's name in the Name column, and press Tab. Select a member, and click Add. Repeat these steps for each member.
- Click Add Multiple, and hold CTRL to select more than one member from the list.
- Click Add With Search to enter search criteria for the members you want to add.
  
  You can use more than one of these methods to add members to the same group. For example, you can select a few members individually and then add all the members that meet search criteria.

Depending on the kind of group you are creating, you can use joined searches to generate your results. For example, if you are creating a customer group, you can use a transaction search to give you the desired results. If you are creating a contact group, you can search for vendors that meet the criteria.

Note:

To access a Group’s calendar, use the dropdown menu below the date selector on the calendar portlet.

To add a member to this group, open the group record. On the Members subtab, use one of the methods in step 8 to add a member.

To remove a member from this group, open the group record. On the Members subtab, click Remove on the row of the member you want to remove.

To create a Static Group:

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