Knowledge Base

Property Groups

Property Groups allow you to categorise your Custom Properties into groups so that when navigating Fortifi they are grouped correctly.

 

For instance you might have various custom properties relating to a Customers Interests. By creating a Property Group for Interests you can keep these Custom Properties separate to the custom properties around Lifecycle Source etc.

 

To create a Property Group Open the Organisation Settings and click on Properties from the Navigation:

 

All existing Property Groups will be visible and the Create Group option will create a New Property Group. Enter a Display Name, Description and a Type. The Type determines where in Fortifi this Group will be available, for instance if this is set to Customer this Group will be available on the Customers Properties section:

 

 

With the Property group created this will be selectable in the Properties to start categorising the Custom Properties