Contact Management > Create & Manage Groups                                                  Video Tour: "Group Setup" Video


Group Setup Window in GCM

Group Setup: The above screenshot is from the administrator's Group Setup section.  The administrator is the only user who has the ability to change the security of a group (i.e. change the status from private to public).  A typical user account has the ability to add public Groups, and would only see the private groups they have created on their Group Setup window.

Create & Manage Groups of records for filtering capabilities
  • Create an unlimited number of groups for every aspect or record keeping.
     
  • Assign individual records to different groups.
     
  • Assign individual records to multiple groups.
     
  • Set multiple group filters, to obtain the exact match of records you desire.
     
  • Manage numerous different databases and compare, search and clean one against the rest.
     
  • Keep personal groups private, while sharing client records with colleagues.

 

 

 

     System Requirement: Windows XP Operating System

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