Add New Group

The Add New Group option enables you to create new group records in the database. Perform the following procedure to create a new group record:

1. Click button.

The Group – Add page is displayed.

1. Populate the form with required details as tabulated:

Field	Description
Fields marked with (*) are mandatory.
Group ID	Enter a unique ID representing the group.
Group Name	Enter the name of the group.
Group Level	Click the drop down list and select the level of the group. The available options are the following: ·         Group Level 1 ·         Group Level 2 ·         Group Level 3 ·         Group Level 4 ·         Group Level 5 You can also click  button to view the Option List.
Sub Group Of	Enter/pick the parent group. You can enter the complete group name or enter partial group name. As you key in the characters, matching group names are displayed as suggestions. You can pick the appropriate group name. Or, you can click  button to pick a group name from the Lookup window.
Address1	Enter the group address.
Address 2	Enter the group address line 2.
City	Enter the group city.
State/Province	Enter the group state or province.
Country	Enter the country on which the group is located.
Zip/Postal Code	Enter the zip code or postal code of the group location.
Contact	Enter the contact person details.
Phone	Enter the phone number of the contact person.
Flexi Text 1	This is a flexible text field used to store text data for which you do not have a standard field present. This field can be renamed.
Flexi Text 2	This is a flexible text field used to store text data for which you do not have a standard field present. This field can be renamed.
Flexi Amount 1	This is a flexible numeric field used to store numeric data for which you do not have a standard field present. This field can be renamed.
Flexi Amount 2	This is a flexible numeric field used to store numeric data for which you do not have a standard field present. This field can be renamed.
Flexi Amount 3	This is a flexible numeric field used to store numeric data for which you do not have a standard field present. This field can be renamed.
IsActive	Select this check box if you want this group to be in active status.
Owner	This field is auto populated with the name of the user who has created this record.

3.Click button to save the group information.

You can also click  button to save the group information and add another group.