How to Create a Custom Class Group


*Note: Master Users Only

 

Master Users can create Custom Class Groups in their system to further categorise their Custom Classes. 

Here you can see the group name in brackets next to the custom class name in a search result. 
 


1. Click My Office from the main menu

 

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2. Click the red Edit Details button on the Left Panel

 

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3. Click the System Config. tab

 

4. Select System Configuration (Advanced) from the Configuration Option drop-down

 

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5. From Contact Options > Custom Class Select Add New Value from the drop-down

 

6. Select Assign to a Group - Yes

 

 

7. Select Make a New Group from the Assign to Group drop-down
 

 

8. Enter New Group Name and Assign To All Staff or an Individual Staff member

 

9. Click Save.