Add New Conversation Groups

Use Conversation Groups in the Advanced Tools submodule in the Settings module to add new conversation groups.

To use Conversation Groups in the Advanced Tools submodule, you must have access to Settings as defined in User Access Rights under Settings.

To add a new conversation group:

1. On the main toolbar, click Settings .
2. If you have more than one Company in your WorkBook system, use the drop-down list above the left pane of the Settings page to select the Company to which you want to add a new conversation group.
3. In the left pane of the Settings page, click Advanced Tools > Conversation Groups.
4. On the grid toolbar, click Add New .
5. To edit the Group Name field, double-click on it.