Manage Groups

When you have a group, you may need to make changes, such as modifying the contents of the group or changing the person assigned to the group.

To manage groups:.

Search for Group - Locate the group to work with.
Manage existing groups, move items from/to groups, and create new groups by copying/moving existing groups on the Set Up Group screen if the group searched is not a delinquent group.
If the business group is delinquent, move items from/to groups, and create new groups by copying/moving existing groups on the Manage Delinquent Groups screen.