Creating a dialog group

  1. Click New group.
  2. From the Groups table, select the newly-created group.
    Note: To rename the group, click Edit group.
  3. Below the Groups table, you can expand the Main table or Sub tables from the tree view. To add fields from the sub table:
    1. Click ... beside the Sub tables folder.
    2. Click the dropdown button and select the table from the list.
    3. Click Close.
    4. Select which field to add and click the right-arrow button.
    5. When you are done adding the fields, click Close.
    Note: The Quick Entry check box is enabled for Account Info dialog only. If you select the Quick Entry check box for a group, the selected group is displayed when adding a new account. You can also add Contact and Activity fields in the group by adding these fields as a sub table.