Manage Group Information
You can use the Group entity to create a customer record consisting of a collection of persons and organizations, and have a business relationship with other entities. You can assign a group to opportunities and leads.
A group includes basic information such as name, type, and certification level, and child entities such as group members, relationships, classifications, and contact methods. The group type such as Couple, Household, or Joint Ownership classifies a group based on its purpose. The Groups work area provides you separate tabs to manage different types of group information, such as profile, usage assignments, relationships, source system references, and linked parties.
Group Members
A group member can be a person or an organization, and their member type attribute defines the relationship of the member with the group. For example, a member of type Group Contact is the contact for the group. You can manage members of a group from the Profile tab of the Group work area.
Create Groups
To create groups:
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Navigate to the Groups work area as follows: .
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Click the Create action menu option or button.
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Complete the mandatory fields. Enter the following sample data:
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Name: John and Family
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Usage: Party of Interest
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Type: Household
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Click Save and Close or Save and Edit, as required.
Edit Groups
To edit groups:
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Navigate to the Groups work area as follows: .
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Search for the group that you want to edit. You can search by entering criteria such as the group name, registry ID, and type. You can also use the saved searches.
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Select the group you want to edit from the Search Results region and click through its identifier to navigate to the Edit Group page.
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On the Edit Group page, you can add new group members as well as edit group details such as usage assignments, relationships, source system references, classifications, and linked records.
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Click Save and Close.