RealNex Knowledge Base

    Working with Groups

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    How to create a group

    1. Click the view from the top menu bar and choose groups
    2. In the groups window click new
      1. You can also right click in the group window on the left hand side and choose new group.
    3. Choose a name for the group
    4. Choose the creator or owner of the group
      1. Administrators of the REA system and the actual owner of each group are the only ones who can change this field. The owner of the group has all rights over any changes to this dialog.
    5. Choose the group type
      1. The group type determines where the group will be displayed.
      2. Groups with type “contact” will only display when viewing contacts. Groups with type “property” will only display when viewing properties.
      3. Group with type “unknown” will display everywhere.
    6. Choose the team for the group
      1. The team determines who can see the group
      2. Team everyone lets every member of your database see the group.
      3. Team private only lets you and the admin/superuser see this group.
      4. To learn more information about teams and how to create them. Please refer to our team knowledge base article.
    7. Click ok to create your group.
    8. Your group will now appear on the left hand side when viewing contact/properties/companies/etc.        (Note: If you do not see the groups section on the left-hand pane, click the View menu item at the top of the CRM, click Panels and then click Status)

     

    How to change an existing group name, group type, and team

    1. Click view from the top menu bar, and choose groups
    2. Select the group you would like to change and choose properties
      1. You can also right click the group in the status window on the left hand side and choose group properties.
    3. Once you have made your changes, click ok.

     

    Adding a single or multiple record to a group

    1. If you do not see your groups on the left hand side, Click the view menu item at the top of the CRM -> Panels -> and make sure status is checked.
    2. Adding a Single record to a group
      1. To add a record to a group simply click the open box check box in front of the group. If the group has a check the record is included as part of that group.
    3. Adding multiple records to a group
      1. Query/tag records of your database for the records you would like to include in your group.
        1. For more information on how query or tag records please visit our knowledge base article on query and tagging.
      2. Once you have the records you would like to add to the group, right click the group and choose add lookup
        1. This will add all of the records that are in your current query to the group.
        2. This will not affect any of the other records that are outside the current query.

    How to remove records from a group

    1. If you do not see your groups on the left hand side, go to view -> Panels -> and make sure status is checked.
    2. Removing a single record from a group.
      1. To remove a record from a group simply uncheck the record by clicking the check box in front of the group. If the group does not have a check the current record will not be a member of the group.
    3. Removing Multiple Records from a group
      1. Query/tag records of your database for the records you would like to remove from your group.
        1. For more information on how query or tag records please visit our knowledge base article on query and tagging.
      2. You can also activate the group to open all of the records in your group if you want to remove them.
      3. Once you have the records you would like to remove from the group, right click the group and choose remove lookup
        1. This will remove the records from that group that are in your current query.
        2. This will not affect records outside of your query.
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