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Key Attribute Data Generated by Groups

The following example illustrates how to work with key attribute data generated by static groups. You must have System Administrator rights, or Info Manager with Key Attributes rights to follow these steps.

Create a new static group of people where the Title Code = IT Manager.
Select the Continue button, and select the columns you want to display in the group.
Select the Continue button and set the search criteria to IT Manager. The New Group Stage 3 of 4 page is displayed.
Select the Continue button. The New Group Stage 4 of 4 page is displayed.
Select the Save button. The page is displayed with a Group Saved bar at the top.
Select 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.

Now return to Main Menu | My CRM and select the Groups tab.
Click on the hyperlink of the group you created.
Select the New Task button to schedule a phone call to each person in the group. The New Task page is displayed.
Complete the communication details, and select 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.

Select the Save button. A communication is scheduled for each person in the group, and you are returned to the Build List, Step 3 of 3 page.
Select 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.

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