User Groups

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The User Group feature can be used to create groups of users to facilitate managing a number of contacts as a group rather than individually.

The Select One - User Group custom field can be used to allow you to select a User Group to be associated with a record (Level 1, Level 2, Level 3, Company, etc). The details of that group can then be referenced using a Read Only - System Variables field.

<table border="1" cellpadding=5pt>
[#(?object=group;id=@Team@;) <tr><td>Name: ~firstname~ ~lastname~</td>
                                 <td>Title: ~title~</td>
                                 <td>Phone: ~phone~</td>
                                 <td>Role: ~role~</td></tr>#]
</table>
GroupDisplay.png


Groups.png


GroupMembers.png




See Also