Creating a Party Group

A Party Group can be created for both internal and external parties, it is a way of grouping together common Parties to enable you to view corresponding contract data and also allow you to generate reports based upon a certain group.  


To view existing Party Groups or to create a new one Navigate to -> Party Groups


Fig 1 - Party Group Summary screen


To create a new Party Group, click the [New] button and give the Group a Name and a Type and press [Save]


Fig 2 - Creating a Party Group

Adding a Party to a Party Group

A Party is added to a Group within the Party form, by adding the field 'Party Group' to your Party form you can allocate the Party to one of the Groups you have created.


Fig 3 - Party form

Use the search and find options within the field to select the correct Party Group.


Fig 4 - Party Group field


Once the Party Group field has been updated on the Party group form, the concerned Parties will be presented when the Party Group record is opened.


Fig 5 - Parties in a Group