User Groups

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.

There are 2 ways Groups can be used:

• 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 and/or displayed. For example using a Read Only - System Variables field.
• A User Group can be added to the contacts section to a Level 1 record. Each member of the group will be assigned directly to the Level 1 record, either using the Role they have in the User Group, or with a role selected when the User Group is added to the Level 1 record.

<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>

See Also

• Relating Contacts and Accounts to the Universal Tracking Application
• Custom Field Type: Select One - User Group