Why do I need to assign records to a group?

In most situations, records are assigned to individual users. However, sometimes you might need to transfer them to a group. For instance, if a support team member is on leave for the day, there is a chance that the customer case assigned to them will not be resolved in time.

In such a situation, you can reassign the case to a group. This way, any of the available group members can pick up and resolve the case within the given time.

Follow these steps to assign a record to a group:

1. Click the Main Menu.
2. Select a module.
   • For example, if you wish to assign an invoice to a group, go to Inventory > Invoices.
3. Open the record that you want to assign to a group.
4. Click the Deep Dive button.
5. Look for the Assigned To field.
6. Select a group from the drop-down.
7. Click Save.

To learn more about Groups, click here.