Configuring Record Type Groups

Overview

Record Type Groups are vital to organizing your fields and how they are presented throughout the HighTide platform. 

By standardizing data presentation, they ensure consistency and clarity, making it easier for users to navigate and understand the information. This structured approach enhances data integrity and usability within the platform, ultimately improving overall user experience and efficiency.

Please make sure that you have the proper permissions to access the Record Type Configurations. If you don’t have access, reach out to your Administrator.

To access Record Type Group Configurations, you can navigate to

CRM Builder > (Record Type) > Groups 

Current Record Groups

When you navigate to the Groups tab within your selected record type, you will be presented with a list of all of the current groups for the Record Type you have selected. Within the list you will be presented with the name of the group, the identifier name, and number of the fields that are in each group. 

You can edit current groups by clicking on the Group name, which will then display a side drawer where you can make an edit to the group.

Adding Record Groups

If you find that you would like to add a new grouping of fields within a record type, you can do so by simply clicking on Add Group. When this action is performed, a side drawer will appear to name the group. After naming the group click Save.

Filtering Fields Based on Groups

You can filter the fields that belong to a group by clicking on Fields and then changing the filter. 

Ordering Groups

Within the CRM Builder you can change the order of your Groups by clicking on the Ordering Icon within the Groups tab. After doing a side drawer will appear allowing you to drag and drop the order of the Groups.