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Key attribute data generated by groups

User Requirement: System Administrator rights, or Infomation Manager with Key Attributes rights

This example illustrates how to work with key attribute data generated by static groups.

1. Create a new static group of people where the Title Code = IT Manager.
2. Click Continue, and select the columns you want to display in the group.
3. Click Continue and set the search criteria to IT Manager. The New Group Stage 3 of 4 page is displayed.
4. Click Continue. The New Group Stage 4 of 4 page is displayed.
5. Click Save. The page is displayed with a Group Saved bar at the top.
6. Click Administration | Advanced Customization | Key Attributes | Categories. The Key Attribute Categories list is displayed showing the saved group you created as a child category of the Group Entries category.
7. Now return to Main Menu | My CRM and click the Groups tab.
8. Click the group you created.
9. Click New Task to schedule a phone call to each person in the group. The New Task page is displayed.
10. Complete the communication details, and click Internal Actions on the Parent Category panel at the end of the page. The default Parent Category is set up from Administration | Key Attributes | Category Groups | Activity Category Groups.
11. Click Save. A communication is scheduled for each person in the group.
12. Click Administration | Advanced Customization | Key Attributes | Categories. The Key Attribute Categories list is displayed showing the action against the group as a child category of the Default Activities | Internal Actions category.

Because the saved group and the actioned group are stored in this way, you can now report on these entries and create further groups based on them for future or follow-up actions or reports for analysis of past groups.

See Also:

Technical overview of groups

Creating a group

Group action buttons

How group information is stored

Adding group list information to a tab

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