Difference between revisions of "Working with Groups"

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SchemeServe Groups allow you to create a named Group into which you can drop Agents and Clients.
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You can create a group of agents and/or clients in SchemeServe. This allows you to focus communication on that group exclusively for a particular purpose. It also allows for specific reporting when you want to report only on certain profiles.
  
[[File:Agent_details.png|thumb|right|Agent Details]]
 
  
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Creating a group is simple. You need to create the group and then add individual agents and clients to that group.
  
It allows you to work with an association or any other type of tag that you might like to apply to either an Agent or a Client.  For instance, you might have your best Agents all in one group, or your worst.
 
  
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#Log in to SchemeServe
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#Click on the '''Admin Tab'''
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#Click on the '''Groups Editor Icon'''
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#Click the '''Add New Button'''
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#Enter the '''Group Name'''
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#Choose the '''SchemeServe Colour of the Group''' from the Drop Down Menu
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#Click the '''Save Button''' to Save the Group OR click the '''Cancel Button''' to exit without saving
  
An Agent can be in more than one group at once, so you could, for instance, put an Agent in a group called "Authorised Representative" and also "Good Agent".
 
  
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Then visit the individual agent's profile or client's profile and add them to the group.
  
You can also use this to control exports of Agents and Clients from the Agents or Clients tabs.  This is particularly useful for exporting only a sub-set of Agents or clients in order to e-mail them.  You can also run reports purely for a given group.
 
  
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You will find an '''Add Group Link''' on the first page of the profile – click this to add a group to the profile. '''Note:''' It is possible for an Agent and/or a Client to be in more than one group.
  
The groups are given colours, and they shown up on the search and the View Case pages.
 
  
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== Video Tutorial ==
  
To add an Agent or Client to an existing Group Edit the Main Details Screen and click on Add Group
 
  
= Creating new Groups =
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<html>
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<iframe width="640" height="360" src="http://www.youtube.com/embed/ca9a8Mw-g-o" frameborder="0" allowfullscreen></iframe>
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</html>
  
[[File:Add_group.png|thumb|right|Add Group screen]]
 
  
Create groups in Admin > Groups.
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== See Also: ==
  
Click + Add New and give the Group a Name and define a colour.
 
  
Click Save.
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[[Deleting Groups]]
 
 
Then apply them via the View Agent or View Client pages.
 

Revision as of 05:16, 7 December 2012

You can create a group of agents and/or clients in SchemeServe. This allows you to focus communication on that group exclusively for a particular purpose. It also allows for specific reporting when you want to report only on certain profiles.


Creating a group is simple. You need to create the group and then add individual agents and clients to that group.


  1. Log in to SchemeServe
  2. Click on the Admin Tab
  3. Click on the Groups Editor Icon
  4. Click the Add New Button
  5. Enter the Group Name
  6. Choose the SchemeServe Colour of the Group from the Drop Down Menu
  7. Click the Save Button to Save the Group OR click the Cancel Button to exit without saving


Then visit the individual agent's profile or client's profile and add them to the group.


You will find an Add Group Link on the first page of the profile – click this to add a group to the profile. Note: It is possible for an Agent and/or a Client to be in more than one group.


Video Tutorial


See Also:

Deleting Groups