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unidentified user
archiron
Posts: 1
Registered: 02-01-2011
0

CRM - Creating a group

Hi all,

 

We are creating many groups in CRM and most of them have the same field/sort selection. However, it looks like CRM comes with a default field selection when creating the group. Can I customize that, or can I copy the structure of an existing group?

 

Thanks

 

Jay

Sage MAS Partner
SueDunn
Posts: 336
Registered: 11-10-2008
0

Re: CRM - Creating a group

Are you talking about the groups used for marketing automation?

Sue Dunn - Vrakas/Blum Computer Consulting, Inc.
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