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- People Groups Setup -

*** NOTE ***
People Groups must first be entered in the Reference Files setup from the Switchboard, before individual people can be added to the group.

  1. Click “Find Group”
  2. Select the proper group to add persons to from the type searchable field.
  3. Select person(s) to add to this group.
    1. Select from the type searchable People field the person you wish to add to the selected group.
    2. Repeat for all persons you wish to add to the group.