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User Groups

395 bytes added, 15:47, 20 May 2010
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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.
There are 2 ways Groups can be used:* The [[Custom Field Type: Select One - User Group|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.   :[[Image:GpFieldList.png]]
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