Adding Ad Hoc group records

You can manage your ad hoc groups by adding or removing records. To remove records, see Removing Ad hoc records

To add to an existing ad hoc group:

Access any list view.

Note: You can also access any detail view of the required record to add and from the Task Pane selectAdd to Group.
View the required group or perform a Lookup to find the records you require 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. See Using the Task Pane

Note: If you do not select any records, you are asked if all records in the group must be used. If you click OK, all group records are selected.