How to add a party to a new group?

In the list of "Business relations", click the options icon for the party to be handled.

Menu_Parties_Relations_BusinessRelations_List_Options.png

Select "Group" to start adding that party to a group.

Menu_Parties_Relations_BusinessRelations_List_Options_Group.png

A pop-up window appears.

Menu_Parties_Relations_BusinessRelations_List_Options_Group_AddToGroup.png

To add the party to a new group, start by entering a "Name".

Menu_Parties_Relations_BusinessRelations_List_Options_Group_AddToGroup_Name.png

Click "Create", to create a group with the entered name.

Menu_Parties_Relations_BusinessRelations_List_Options_Group_AddToGroup_Name_Create.png

The name will be added to existing groups, and selected under "Select one of your existing groups...".

Menu_Parties_Relations_BusinessRelations_List_Options_Group_AddToGroup_Name_Create_Select.png

Click "Add to group" to add the party to the selected group.

Menu_Parties_Relations_BusinessRelations_List_Options_Group_AddToGroup_AddToGroup.png

The party will be added to the group.

Was this article helpful?