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Create a Category Group

Tip

Category groups are used to group together constituents. They can be associated with documents, budgets and studies. This is helpful as it allows a lot of constituents to be linked to a record quickly. Category groups can also be used to automatically link entities to studies.

1. 👆 Navigate to Constituents 👉 "Add New Category Group".

2. ✍ Enter information into the fields and choose a "Type" from the drop-down list.

Tip

✍️ Enter a Definition and External Ref. if applicable.

3. 👆 Click "SAVE". This opens the screen to select which constituents to add to the group.

4. 👆 Click the plus icon next to a constituent to add it to the group.

When the constituent has been added it will move to the top table.

5. 👆 Click the minus icon to remove a constituent from the group.

6. 👆 Click "SAVE".

7. 🥳 The new category group has been created. Each tab has records the group is associated with.