Adding Ad Hoc Group Records
You can manage your ad hoc groups by adding or removing records.
To add to an existing ad hoc group:
Do one of the following:
- Open a List view.
Open a group or perform a
Lookup to find the records you want to add
to the group. Select one or more records by pressing the
key as you
click each item. Right-click in the List view grid and select
Add to Existing Group or from the
Task Pane, select
Add to Group.
Note: If you do not select any records, you will be asked if all records in the group should be used. If you click , all group records are selected.
- Open the Detail view for the record you want to add. From the Task Pane, select Add to Group.