PracticeMaster Q&A: Using Groups to Organize Home Screen

December 2018    Tags: ,

Each month, we send marketing emails and mailers to groups of people. We have multiple reports we run to get the mailing lists. Is there a way to group those together easily so we don’t have to look through all the reports in the Report Writer window each month?

In Version 19, you can organize actions into groups using My Actions. For example, you can create a group for Marketing Reports to keep all of the necessary reports in one place and easy to access.

To create a group in My Actions

  1. From My Actions, click the CustomizeMyActions (Customize My Actions) icon in the upper-right corner.
  2. Click the Add Group icon.
    1. Enter a Name (e.g., Marketing Reports) and Description for the group, and then select the desired Color for the group icon.
    2. Click Next.
    3. Under Available Actions, select the reports you want to be part of the group and then click the Add button.
    4. Click Finish in the Add Group window.
  3. Click Finish in the My Actions window.

You will now see a group icon in My Actions for your Marketing Reports.

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