Bulk Attributes Management for Organization Groups

A new Attributes option has been added to the Organization Groups page, allowing you to apply Filters and Descriptions to multiple organization groups simultaneously.

How It Works:

1. Go to the Organization Groups page

2. Select two or more organization groups

3. Click the Attributes option

4. Add the desired Filters and Description

5. Save your changes

Important Notes:

• Minimum Selection: You must select at least two organization groups to access this feature

• Description Overwrite: If a description already exists for a selected organization group, it will be overwritten with the new description

• Bulk Application: All changes apply to all selected groups simultaneously

Benefits:

• Time Efficiency: Update multiple organization groups at once instead of editing individually

• Consistency: Ensure uniform filters and descriptions across related groups

• Streamlined Management: Simplify administration of large numbers of organization groups

The applied filters and descriptions will be updated for all selected organization groups simultaneously.

Filter Categories for Organization Groups

A new Filter Category option has been introduced for Organization Groups, similar to the existing setup for assets, allowing better organization and management of filters associated with organization groups.

Configuration Steps:

Setting Up Filter Categories:

• Navigate to Setup → Filter Management → Filter Categories

• Click on the Organization Groups tab

• Select Create Category to begin configuration

• Add relevant filters based on your organizational requirements

Applying Filters to Organization Groups: Once filter categories and filters are configured, they become available under the Organization Groups page at Setup → User Management → Organization Groups. From this location, you can associate the configured filters to specific organization groups.

How It Works:

When you click the Filter icon on the Organization Groups page, the configured categories and their respective filters are displayed for easy access and filtering. This organized presentation allows for quick filtering of organization groups based on the custom categories you've established.

Strategic Applications:

1. Territory Management: Create filter categories for geographic regions, making it easy to segment and manage organization groups by territory. This supports regional sales management and localized marketing initiatives.

2. Partner Program Administration: Organize organization groups by partner tier, program level, or certification status, enabling efficient program management and targeted communications to specific partner segments.

3. Reporting and Analytics: Establish filter categories that align with reporting requirements, allowing quick access to organization groups needed for specific reports or analysis activities.

4. Campaign Targeting: Use filter categories to identify and select organization groups for targeted marketing campaigns, ensuring precise audience segmentation and relevant messaging.

Important Notes:

• Filter categories must be created before individual filters can be assigned

• Categories are shared across all organization groups within the company

• Users can only see and use filters they have permission to access

• Changes to filter categories affect all users accessing organization groups

• Deleted categories remove associated filters from organization group displays

Conclusion:

The Filter Categories enhancement for Organization Groups significantly improves organizational data management by providing structured, hierarchical filtering capabilities similar to those available for asset management. This consistency across modules reduces learning curves while enabling more sophisticated organization group segmentation. By allowing administrators to create custom filter categories tailored to their specific organizational needs, this feature supports more efficient organization group management, better targeting capabilities, and improved data organization that scales with organizational growth and complexity.