... (1%)
Fabulous Information CenterFabulous.com HelpPortfolioGroupingHow do I create a new Group?

How do I create a new Group?

To create a new group please follow these steps:

  1. Go to the "Grouping" page in the "Portfolio" area of your account.
  2. Type in the name of the group you wish to create in the "Create a Group" text box.
  3. Click the "Continue" button.
  4. Using the "Parent Group" drop-down menu, define whether the new group is a top level group, or if you want to make it a sub-group under an existing top level group.
    • To create a top level group, select "Top Level Group" from the drop down menu.
    • To create a sub-group, select an existing top level group from the drop down menu. The new group will be created as a sub-group hierarchically beneath this top level group.
  5. Click on the "Create" button to confirm your selection.