Quick Tip: Setting Up Groups in System Configuration
May 2017 Tags: Calendar, PracticeMaster, System Configuration, Users
Are you using groups for calendaring, or do you enter each user individually in the record? A group is composed of various users, and can be a great shortcut when adding calendar records for teams, managers, or any set of users. For example, if you have regular partner meetings, create a group that includes each of the partners. When creating the calendar record, simply select the group and all of the users in the group will automatically be added to the record.
To create a new group
- Open System Configuration.
- From the File menu, point to Open and select Group.
- Click the
(New) button. - Enter the desired Group ID and Group Name.
- In the Users in Group section, select the users you want to have included in this group.
- Press Ctrl+S.
By adding users to groups, you can help streamline calendar entries and save time!
