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 CTRL or Shift 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 OK, all group records are selected.
  • Open the Detail view for the record you want to add. From the Task Pane, select Add to Group.
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