Using the Group Shortcut Menu
The groups shortcut menu enables you to create and manage groups.
To open the groups shortcut menu
- On a list or detail view, right-click a group tab.
- Choose from the following
options:
- Copy group
- Edit group
- Delete group
- Share template
- Export records
- Set as Default group
- Revert Layout:
Undoes any customizations made to the group and returns the group appearance to layout determined by the Query Builder Layout tab.
To open the Lookup Results shortcut menu
- After performing a Lookup, right-click the Lookup Results tab.
- 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.
To Open the Group List View Shortcut Menu
- Select one or more records.
- Right-click in the Group List view.
- Choose from the following
options:
- Opportunity Statistics (Opportunity List view)
- Merge Records (Contact and Account List views only)
- Email (Contact and Lead List views only)