Add a Group - Common Procedure

These are generic procedures that are common across all or multiple areas of Lucernex. As such, these procedures do not call out specific navigation to the page.

Groups are informational fields that help you organize your data. Groups have sub-categories called Types. See our Activate or Deactivate a field Option article to learn how to activate or deactivate a field option.

You can also manage the values that appear in many Group fields from the Manage Firm fields page.

To add a group:

1. Click to the immediate right of the field.

   A window opens.

   If you have a number of options available to you—so many that they do not fit in the field—all available options will be available in this window. You can then use the Table Search functionality to search for the appropriate option.

2. Click Add Item.

3. In the Add Item window that opens, enter a Name and a Description.

4. In Available for the following Portfolios / Capital Programs, select the portfolios this item is to be available for.

   All Portfolios / Capital Programs is selected by default. You can select multiple options.

5. Click Add.