FAQs in this section
What are groups used for?
How do I add a group to another group?
How do I edit a group's details?
How do I create a group?
What is a group?
Who can be group members?
Can I allow a group to view the records of another group?
How do I assign records to a group?
How do I transfer records to another user or group while deleting a group?
How do I delete a group?
Why do I need to assign records to a group?
Table of Contents
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:
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:
- Click the Main Menu.
- Select a module.
- For example, if you wish to assign an invoice to a group, go to Inventory > Invoices.
- Open the record that you want to assign to a group.
- Click the Deep Dive button.
- Look for the Assigned To field.
- Select a group from the drop-down.
- Click Save.
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