You are here: Groups > Adding Group List Information to a Tab

Adding Group List Information to a Tab

You can review and change static group data from the record level that it is stored against. For example, if you want to view all actions (mail merges, e-mail blasts, and so on) carried out against a particular person, or see what Groups they are members of, you can display this key attribute profiling data on a tab within the person context. The Key Attribute Profiling chapter in the System Administrator Guide gives more information on exactly how to do this, but the summary steps are listed below.

You must have System Administrator rights, or Info Manager with Key Attributes rights to follow these steps.

Select Administration | Advanced Customization | Key Attributes | Category Groups, and make sure that General Category Groups is selected in the list.
Click on the New button.
Enter a name and description for the Category Group, for example, Group Information.
Select the categories, for example, Default Activities and Group Entries, that you want to be displayed within this category group from the Key Attribute Categories list and move them over to the Categories Within Group list. These are at the upper level of the Key Attribute Categories list. You could start much lower down the child categories to display more specific information relating to a particular set of actions or groups.

Select the Save button to display the new category group.
To display the information on a tab within the context of a person, select Administration | Customization | Person | Tabs.
Click on the hyperlink of the Person tab group. The Customize Tabs page is displayed.
Add a new tab, with the Action set to Key Attributes, and the Key Attribute Category Group set to the category group you have just created.

Select the Add button, then click on the Save button.
Search for a Person, who is already on one of the groups you have created, and where you have carried out an action against that group.
Click on the hyperlink of the person.
Select the new tab you have created. The key attribute data representing the group membership and actions carried out is displayed on the tab. This information can be manually edited to change, for example, a particular person from being Included in a group to being Excluded.

Go to Groups home page...