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Editing a Group

You can edit certain fields in both static and dynamic groups.

To edit a group:

  1. Select the Groups tab.
  2. Open the group that you want to edit. The Group Details page is displayed.
  3. Click on the Change button. The Group Stage 1 of 4 is displayed. You can edit several group attributes on this page.
  4. Select Continue to move through the editable group attributes.
  5. When you have reached the Group Stage 4 of 4 page, click on the Save button to save your changes.

Note: Group records are locked when selected, so only one user can make changes to a group at any one time.

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See Also:

Creating a Group

Creating a Group from the Groups Tab

Creating a Group from the Wave Activities Tab

Creating a Group Based on a Primary Entity Search

Group Action Buttons

Adding Multiple Records to a Group