Search for Conversation Groups

Use Conversation Groups in the Advanced Tools submodule in the Settings module to search for 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 search for a 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 that contains the conversation group for which you are looking.
3. In the left pane of the Settings page, click Advanced Tools > Conversation Groups.
4. On the grid toolbar, use the Search field to enter a keyword that is associated with the conversation group.