Groups allow you to create lists of different records, giving easy access from dashboards. These can be great for list of key departments or candidates, which you wish to target / engage with over a period of time.

You can create groups for any of the main record types, including candidates, contacts, organisations and vacancies.

Groups are static lists, meaning records must be manually added to the group. Similarly, records must be manually removed from groups.

To create a new, empty group, navigate to View > My Groups then click New on the toolbar.

Provide a title and description, select the Record Type and select which Users to share this group with. Click Save once finished. You'll now be able to add records into this group from the relevant grid view.

Alternatively, groups can be created directly from the Toolbar within any Grid view and populated immediately with selected records.

Navigate to your grid view of choice. Select the records you'd like to include in your group then, from the toolbar, click Group > Create Group. Give your new group a Title and Description, select which users to share the group with and click Save.

All groups you have access to can be found within View > My Groups. The view the records within a group click Load.

Alternatively, navigate to the grid view and, from the toolbar, click Groups > Load Groups. You'll be shown a list of groups that match your selected record type - select the groups to load and click Load.

Groups can also be added to your dashboard.

From your dashboard click Add Widget then select My Groups.

Select the Group Type, give your widget a Title then select the groups to include, clicking Add for each one.

Groups can be re-ordered on the widget by dragging and dropping.

Click Save once done.

The widget will list each selected group and display the number of records within each group. Click the Group Name to load the group.

From the grid view, select the records to add to a group then, from the toolbar, click Groups > Add to Group. Select the groups to add the records to and click Add.

From the grid view, select the records to remove from a group then, from the toolbar, click Groups > Remove from Group. Select the groups to remove the records from and click Remove.