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You are here: Groups > Creating a group from the Groups tab
Creating a group from the Groups tab
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Click My CRM, and click the Groups tab.
- Click New Group and enter a name and description for the group.
- Select a type of group from Type. You can create a static or dynamic group.
- Select the entity for your group from Entity. All records within a group must be based on the same primary entity. When you select an entity, Source View is displayed containing views that return one row per ID field.
- Select the group's source view and click Continue.
- Select the columns to include in the group contents, search criteria, and sort order.
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Select Advanced Findto create an advanced find query to generate the group. Please refer to Using Advanced Find for more information. You can also add key attribute data to the selection fields of your group definition.
- Click Continue. If you've added search criteria, the New Group, Stage 3 of 4 page is displayed.
- Specify your search criteria and click Continue.
- If you're creating a static group, you can Include All or Exclude All records. The default is Include All.
- Click Save.
If you're creating a static group, click Save empty static group to save the query that generated the group, but not the list of records returned by the query. Use this to build a group of individually selected records. For more information, see Adding a primary entity record to a static group.
See Also:
Creating a group
Creating a group from the Wave Activities tab
Creating a group based on a primary entity search
Group action buttons
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