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Find out how to create a new Groups |
What does this section cover?
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Navigating to Groups
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FINANCE > NETWORK MANAGEMENT > MANAGE GROUPS |
Explaining Groups Fields
Name | Description |
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| Number | An auto generated number which uniquely identifies the group |
| Name* | The name of the group |
| Classification* | A classification of the group which can either be internal or external |
| Alternative Code* | The alternative code of the group |
| Description | A description of the group |
| Contact Information* | |
| Community* | |
| Units (Read Only) | A section that displays all the units that belong the group. The section includes the following fields:
Units can be added to a group through the Add new Unit action which is available through the Actions menu or the units page |
| Users (Read Only) | A section that displays all the users that belong the group. The section includes the following fields:
Users can be added to a units through the users page |
| Covered Geographical Areas: It defines a list of geographical areas which are covered by the specific Group. Mandatory on Conditions: This information is mandatory if the "Set as Owner Group automatically based on Covered Geographical Areas" option is enabled. A group might be covering more than one geographical areas. | |
| Set as Owner Group automatically based on Covered Geographical Areas | If enabled then the specific group will automatically be set as the owner group of a record, during the creation of the record, only if the location of the customer is within the covered geographical area. If more than one groups are covering that area then the automatic assignment is not performed |
| Area | The area of the covered geographical area |
| District | The district of the covered geographical area |
| Town / City | The town / city of the covered geographical area |
Creating & Saving, Validations & Restrictions
| Action | Validations | Restrictions |
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| Create |
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| Save |
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Creating a Group
- Search using the criteria available in the summary page
- From the top menu click on the NEW to open the Groups data entry page
- MAIN INFROMATION
- Provide the mandatory information
- Name
- Alternative Code
- Classification
- Community
- Description
- Provide the mandatory information
- CONTACT INFORMATION
- Select between Company and Person and provide the information required for each
- Person
- Title
- First Name
- Last Name
- Company
- Name
- Name
- Person
- Click on ADD MORE INFORMATION to open the Contact Information modal and provide any additional information
- Select between Company and Person and provide the information required for each
- COVERED GEOGRAPHICAL AREAS
- Select the checkbox if you would like to apply the Covered Geographical Areas function.
Click on ADD under Covered Geographical Areas and provide information related to the Area District and Town.
All values provided in a single line will need to be met in order for the group to be automatically set.
- From the Action Menu click on Save
- LOG INFORMATION
The following information is automatically set by the system on saving the Communities
Include Page Log Information - Global Log Information - Global
System Processing
- The group will be saved and a unique number will be assigned
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