Regional Group

Hier finden Sie

Create/delete region group
Edit region group

Groups are managed via a separate popup, which you can access via Tools >> Settings >> Groups.

You can only access the group administration if you have the corresponding user right “Edit / create groups” or if you are the leader of a group.

Group leaders only see the settings for their own group, so they do not have a list of groups or the option to create or change regional groups.

Create/delete region group

To create a group, click on “Create new group” in the upper right corner.
A lightbox will open, in which you can enter the group name and the group type. Please select “Region” as the type and then save by clicking on the “Save” button.

You can create another group or configure the newly created region group by opening it for editing.

Using the list of groups, you can delete a group with the trashcan icon.

Edit region group

The group can be configured via the Edit icon. In the case of a region group, only the “Groups”, “Basic data” and “Texts/design” tabs can be configured.

The group settings are opened with the tab “Groups”. To make it easy to compare the settings of different groups, the selected tab is retained when the group is changed.

Tab Groups

After selecting an existing region group via the edit icon , the groups that belong to this region group are displayed below.

To add new groups, you can select the desired group at the bottom of the pull-down menu under “Search group”. Click on the “Add group” button to confirm your selection.

If you want to remove the group, click on the trash can icon in the list of groups and confirm by clicking on “OK”.

Tab Basic data

You can store specific settings for the group via the “Basic data” tab. Please note that all group settings are above the basic settings.

In general, a section of the settings from the basic settings is shown here. Some of the settings are briefly explained here:

Group prefix: A prefix for the branch office can be defined here, which is taken into account when creating the external property number. You can also set the external start property number as a number.
Data of the office: Here you can store the relevant data of your branch office. These are the address including geo-coordinates of the office, contact details of the office and account details of the office. These data can be called up via macros and, for example, can be incorporated into a free text.
Window TV: The group-specific URL for the showcase TV is displayed here.
Legal notice: Here you can enter a legal notice valid for the group. This can be output via a group macro.

Tab Texts / Design

preMacros are a special form of macros. They can output preset colors in signatures or be used as permanent file attachments in templates. All preMacros from the basic settings that can be changed specifically for the group are displayed. Read herehow to create and use preMacros in the basic settings.

Groups