Editing an assignee group

Assignee groups can be edited from the Manage Assignee Groups window. To display this window, click Manage Assignee Groups on the toolbar.

To edit an assignee group

1. In the Manage Assignee Groups window, locate the assignee groups that you want to edit in the list by doing one of the following:

   • Filter the list of assignee groups by performing a search.
   • Navigate multiple pages by either clicking a page number at the bottom of the window, or the Back and Forward arrows at the ends of the page-number sequence.

2. Do one of the following:

   • Select the check box at the left of the name of the assignee group that you want to edit, and then click Edit.
   • Click Tools at the left of the name of the assignee group, and then click Edit.

This opens the Edit Group dialog box. You can add assignees to the group, or you can delete them.

To add assignees to a group

1. In the Find assignee field of the Edit Group dialog box, type a search string to retrieve a list of assignee names.
2. Choose the type of search:

• Treat query as an abbreviation. Choose this option to search the Assignee Acronyms database, which contains company names mapped to their popular abbreviations. For example: HP (for Hewlett-Packard).
• Exact phrase search. Choose this option to search the Assignee database and retrieve the names that contain your search string, in full or in part, starting from the first character. For example: Entering Hon will retrieve Hon Corp., as well as Honda. If you enter several words in your search string, the exact-phrase search handles them as a single string containing one or more spaces.
• Keyword search. Choose this option to search one or more words in the Assignee database and retrieve the names that contain all the search words, matched in full or part from the beginning of the word. For example: Entering Hon Corp will also retrieve Hon Corp., Honda Access Sales Corp., Honeywell - Measurex Corp. Inc., and Hong Jin Crown Corp.

3. Click Find.

An alphabetical list of assignee names is generated based on your search criteria from the Assignee database. You might need to use the scroll bar to view the entire list.

4. Select one or more assignees to add to your company group from the list that was generated by your search.

   • To select a contiguous block of assignees, click the first, hold down the Shift key, and click the last.
   • To select several non-adjacent assignees, hold down the Ctrl key while clicking each one.

You can specify up to 2000 assignees per group.

5. Click Add to move selected assignees into the company group list at the right.
6. (Optional) To add more assignees to your company group, repeat steps 1–4.
7. (Optional) In the Group field, edit the company group name. Avoid using the following characters in the company group name: < > % ( ). A company group name cannot be longer than 35 characters.
8. Click Save.

To delete assignees from a group

1. To remove assignees from the assignee group list, select one or more assignees in the assignee group list, and then click Remove. The assignees are moved to the list at the left.
2. (Optional) In the Group field, edit the assignee group name. Avoid using the following characters in the assignee group name: < > % ( ). An assignee group name cannot be longer than 35 characters.
3. Click Save to save the changes made to your group.

Related Topics