What are Groups and how can they help me?

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Adam Bishop

19 May 2010 10:53

SchemeServe Groups allow you to create a named Group into which you can drop Brokers and Clients.

It allows you to work with an association or any other type of tag that you might like to apply to either a Broker or a Client. For instance, you might have your best brokers all in one group, or your worst.

A broker can be in more than one group at once, so you could, for instance, put a broker in a group called "Authorised Representative" and also "Good Broker".

You can also use this to control exports of Brokers and Clients from the Brokers or Clients tabs. This is particularly useful for exporting only a sub-set of brokers or clients in order to e-mail them. You can also run reports purely for a given group.

The groups are given colours, and they shown up on the search and the View Case pages.

Create groups in Admin > Groups, then apply them via the View Broker or View Client pages.

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  Juliet Bentley 11 January 2011 10:10

  I may let Laura give that a go and split them into specialities

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