Using the Group Shortcut Menu

The groups shortcut menu enables you to create and manage groups.

Not all menu options are available on all list views.

To open the groups shortcut menu

1. On a list or detail view, right-click a group tab.
2. Choose from the following options:
   • Copy
   • Edit
   • Hide
   • Delete
   • Share
   • Export
   • Set as Default
   • Revert Layout

   Undoes any customizations made to the group and returns the group appearance to layout determined by the Query Builder Layout tab.

   • Add Group

To open the Lookup Results shortcut menu

1. After performing a Lookup, right-click the Lookup Results tab.
2. Choose from the following options:
   • Save Lookup as Group
   • Export
   • Revert Layout

   Undoes any customizations made to the group and returns the group appearance to layout determined by the Query Builder Layout tab.

   • Add Group

To open the group list view shortcut menu,

1. Select one or more records.
2. Right-click in the group list view.
3. Choose from the following options:
   • Save Records as Group
   • Remove from Group
   • Add to Existing Group
   • Opportunity Statistics (Opportunity List view)
   • Merge Records (Contact and Account List views only)
   • E-mail (Contact and Lead List views only)

Related Topics

Groups Overview