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Groups are used in Blaq for labelling various types of records, such as products, customers and contacts.

Groups can either be Company groups which are accessible by everyone or Personal groups which can be setup by each user for their own use. This section is used for creating and modifying groups for use by all employees.

Groups for Customers and Contacts can also be setup by individual users for their own use. This is done in the user's Preferences section.

When searching for customers, contacts or products, groups make it easier to find what you are looking for.

Group
  • Group Name - a title or description of the group. This description is displayed in a drop-down list in the product search window, or in the contacts and customers lists.
  • Status - only active groups can be used. Set a group to inactive if you want to keep it but don't want it to be used.
  • Type - the sections the group can be used in.
  • Created - the date the group was created.
Last modified: 19/05/2011

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