To update user defined values for a contact group

The procedure to update user defined values for a contact group is as follows:

1. Using the Advanced search spy-glass (), select Contact group as the Result Set and Criteria Set category and enter the Group name as the search criteria 1.
2. Double-click on the row containing the exact record match or use Refine Search to enter alternative criteria. The Contact Group Summary window is displayed.
3. Click on Contact Group Details. The Contact Group Details window is displayed for the current group.
4. Click on User Defined. The User Defined tab is activated, revealing all active user defined fields 2.
5. Enter the desired value for each user defined field, as required. The permitted value type (Date Only, Date Time, Decimal, Integer, Lookup, Text, Time Only, True or False), format and range are set in advance within the field definition 3.
6. Click on Save.

Note

1 Additional search criteria may need to be employed (e.g. address or post code) to ensure that the correct contact group is returned.

2 Where no user defined fields exist, the tab cannot be selected.

3 As user defined fields are not mandatory, additional values can be appended to the record at any time, as required, although maintaining comprehensive information from the start will reap its own rewards.

See related topics...

To create a user defined field

To create a user defined lookup type

To create a user defined lookup parameter value

To create a new contact group

Using the search facility