Name Grouping

With the Name Grouping feature, you can group a series of Name records together and set one member as primary contact for the group.

To group Name records:

1. Open the individual's Name record.
2. Check the Grouping field.
3. The Name Grouping screen now opens with the individual's name added to the group.

4. To add new group members, click the Add Name button and select the new member from the Find window.
5. After you’ve added all the members to the group, highlight the member who you want to set as primary contact, then click the Make Primary button. This will add the >> symbol next to the primary’s name denoting him as primary contact for the group (e.g. Havlicek, Charles in the above example).
6. Click the OK button to save your Name Group and return to the Names screen.