Groups Tab

The Groups tab gives you space to add almost anything you want about the Individual.

To select an existing group type, choose it from the dropdown list by click the down arrow.

Select which ones apply. If all apply, click the All button. Clicking None will clear the list of whatever boxes were previously checked.

To add a new Group Type to the dropdown list, click the box with a plus sign (+) next, to the down arrow. A new window will appear.

Enter the name of the new Group Type and click OK.

To add a new Code to a Group Type, click on the Add button on the bottom left of the Group Type. A new window will appear.

Enter the name of the new Code and click OK.

When you are finished adding and editing Groups, click Save.