Adding or Removing Ad Hoc Group Records

You can manage your ad hoc groups by adding or removing records.

To add

Do one of the following:
Open a List view. Open a group or perform a Lookup to find the records you want to add to the group. Select one or more records by pressing the CTRL or Shift key as you click each item. Right-click in the List view grid and select Add to an existing Group or from the Task Pane, select Add to Group.

If you do not select any records, you will be asked if all records in the group should be used. If you click OK, all group records will be selected, regardless of any Task Pane filters.

Open the Detail view for the record you want to add. From the Task Pane, select Add to Group.

To remove

Open the ad hoc group you want to update.
Do one of the following:

From the List view, select one or more records by pressing the CTRL or Shift key as you click each item. Right-click in the List view grid and select Remove from Group or from the Task Pane, select Remove from Group.
Open the Detail view for the record you want to remove. From the Task Pane, select Remove from Group.