Managing assignee groups
When you first open the Manage Assignee Groups window, the entire list of assignee groups is displayed alphabetically. The total number of groups is shown above the list, at the right.
Use the Manage Assignee Groups window to do the following:
- Define a new assignee group
- Edit an assignee group
- Delete assignee groups
- Merge assignee groups
- Clone assignee groups
- Import assignee groups
- Export assignee groups
Finding assignee groups
You can filter this list by performing a search on the assignee group names.
To find assignee groups
-
In the Find Group box, type a search string to filter the list of company groups. Then choose the type of search:
- Exact phrase search. Choose this option to retrieve the names that contain your search string in full or in part, starting from the first character. For example: entering Hon retrieves 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 company group names and retrieve those that contain all the search words, matched in full or part from the beginning of the word. For example: entering Hon Corp retrieves Hon Corp., Honeywell Corp. Inc., and Hong Jin Crown Corp.
- Click
(Find).
The list of company group names is filtered to those that match your search criteria. The total number of groups retrieved by the search is shown above the list, at the right. If the filtered list spans several pages, you can navigate to a specific page by clicking the page number. To scroll the pages sequentially, click the Back or Forward arrow at the ends of the page-number sequence.
- To perform another search, repeat steps 1–2.
The entire list of assignee groups is searched even if you are currently viewing a filtered list.
- To restore the full assignee group list, click Reset.