Defining Groups

Learn how to define groups.

You can group reps according to their department or duties in the Rep info area. You can assign desktop formats and access rights to groups, as well as assigning entire groups to an activity or task. You can also filter and distribute appointments by group in the calendar, see Managing Appointments in the Aurea CRM win User Manual.

To define a group:

  1. Open the Rights module and switch to the Rep Info area.
  2. Click (New).
  3. A unique ID number for the group is generated in the Rep/Group ID field. The ID cannot be changed.
  4. Select "Group" from the Type drop-down list.
  5. Enter the Name of the group. This name is displayed in the rep list, see Rep List in the Aurea CRM win User Manual.
  6. Enter the Group Leader (select View > All Mask Fields to access this field)
  7. Enter the group's Rights Format, see Rights.
  8. Assign a Desktop Format to the group. This desktop format is loaded whenever group members log on to Aurea CRM (provided no user desktop format has been defined), see Desktop in the Aurea CRM win Administrator Guide.
  9. Enter a ID-TenNo, if desired, to assign tenant rights to the group, see Tenants.
  10. Enter further information (for details on the fields, refer to the online field help).
  11. Save the record.