Searching for and Filtering Groups

You can search for and filter groups from the Groups page of the Master Data tab.

Procedure

  1. Select the Master Data tab on the left side of the screen.
  2. Click the Groups page.
  3. Click on the drop-down menus in the Select an Organization section to choose the organization by which to filter the groups.
    1. Start by selecting the Region by which you want to filter organizations/ groups.
    2. Continue by selecting Country, Port/District, Factory, Buying Station, and/ or Field until you have found the exact groups that you want to filter for.
    3. Sometimes, you might want to filter for all the groups in a region or country; this will bring you a lot of results. To do this, simply select All in the Region or Country drop-down list and you will see all the persons within that region or country.
    4. Other times, you might want to filter for all groups in a smaller area like in a Field; this will likely bring you fewer, more specific results. To do this, continue to filter the results in all the drop-down lists up to the Field drop-down list.
  4. When you select the Organization you want to filter by, all the groups displayed in the list below belong to that organization.
  5. You can search for a specific Group; type its name into the search bar on the top left of the Organizations page

Task overview: Managing Groups
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