How to search for a Group

How to search for a Group File

1. From the CRM grey coloured side menu, under Scheduling, click Group Files. This opens to a default view of all Active Group Files.

You can adjust the filters to display Group Files in different ways. For example, to view only the Groups that are currently active and available, change the filter to show Active Website Group Files.

2. From the Active Group Files page, you can search the list by filtering for groups by Product Name.  You can do this by finding the subheading Product and click the drop down arrow to select Filter by

3. In the search field, type the name of the group you want to find (e.g., Parents Not Partners). Select the group from the list and click Apply. The system will then display all upcoming Group Files for that group

This will then only list the groups you have chosen to filter (e.g., Parents Not Partners) and will display all upcoming Group Files for that group.