Entity Group




Entity groups are organizational units in the CRM that store all entities. It is common to name an entity group a broader category and name entities specific items within that category. For example, if an entity group is named ‘Trip Interests’, the entities inside might be ‘Travel Information’, ‘Locations’, ‘Duration’, etc. Entity Groups are also accessible via tabs at the bottom of a person record or group record details.


Location: CRM


Modified on Mon, 25 Sep 2023 at 10:26 AM

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article

Make sure these features are added to your Site Stacker installation by learning how to run updates here!