You can create groups from the Groups page. You can assign messages or tasks to any group.
Create a group
- Select Account > Practice Management > General Management > Groups.
- Select Add Group to open the Add Group window.
- Enter the group's name, select the members, and then select Add Group.
The newly created group appears in the group list. When you assign a message or task to this group, it will be sent to all of its members.
