Groups and saved views¶

Yukon offers several ways to organize records without changing the records themselves.

Groups¶

A group contains either contacts or organizations. It cannot mix the two. Membership is selected through server search and does not alter the underlying CRM record. Use groups for a purposeful audience or working set; use fields and filters when the distinction is a durable record attribute.

Create a group¶

1. Open Groups.
2. Choose Contacts or Organizations.
3. Choose New group.
4. Enter a name and an optional description.
5. If your permissions allow it, choose Share with everyone when the group should be available across the workspace.
6. Choose Create group.

Search for a record in Add contact or Add organization, then choose Add member. For a larger working set, select records on the corresponding list and choose Add to group.

The owner or a workspace manager can edit membership. Other users can open a shared group as read-only. Removing a member changes only the group; it does not change or delete the CRM record.

Deleting a group removes its membership list. The underlying contacts or organizations remain unchanged.

Saved views¶

On supported lists and pipelines, save a useful arrangement as a view. Depending on the surface, that arrangement can include filters, sorting, columns, ownership scope, or another supported control. Give it a name that describes the work, such as “Renewals this quarter,” rather than the mechanics.

Saved views preserve how you want to work with a list or pipeline. A group preserves explicit membership. Choose a group when the audience itself matters; choose a saved view when records should enter or leave the result as their fields change.

For step-by-step instructions, see lists, filters, and bulk actions. For monitoring and analysis, see dashboards and reports.