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Fabulous Information CenterFabulous.com HelpPortfolioGroupingHow do I edit or delete Groups?

How do I edit or delete Groups?

To edit or delete a Group please follow these steps:

  1. Go to the "Grouping" page in the "Portfolio" area of your account.
  2. Select the name of the group you wish to edit or delete using the drop-down menu.
  3. Click the "Continue" button.
  4. On the following page you can:
    • Rename the group in the text box provided.
    • Change the group’s hierarchical position, making it a Top Level Group or sub-group using the “Parent Group” drop-down menu.
    • Delete the group by clicking the “Delete” button
  5. If you have updated the name or hierarchical position of the group click the "Update" button to confirm your changes