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Creating a Group Based on a Primary Entity Search

If you have groups access, you can create a group containing the results of a search on any of the primary entities - Company, Person, Case, Opportunity, Lead, Quote, or Order. For example, you might want to create a group based on the results of a search for all companies based in Chicago.

A group can also be created based on the results of an Advanced Find search. Please refer to Using Advanced Find for more information.

To create a group based on a primary entity search:

Select Find | Company. The Company Find screen is displayed.
Type Chicago in the City field.
Click on the Find button. A list of companies based in Chicago is returned.
Click on the Create New Group button. The Create New Group dialog box is displayed.

Enter a name and description for the new group in the Name and Description fields.
Select who you would like to make the group available to from the Available To drop-down list. As an Info Manager with Groups access, you can make groups available to other Information Administrators, or you can choose to keep the group for your own private use. As a System Administrator, you could also choose to make a group available to all users.
In the Type field, you can choose to make the group dynamic or static.
Select the Save button to save the new group.

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