Creating additional Custom GroupsContent also available for tax entities or on our global site.
Depending on your plan you can create more than one Custom Group:
Investor plan – 2 Custom Groups
Note: You can upgrade your plan to use additional Custom Groups.
To create additional Custom Groups:
1 - Click the arrow dropdown next to the current Custom Group name.
2 – Click on the ‘Add New Custom Group’ button.
Note: A Custom Group is a collection of Categories and Categories are not shared between Custom Groups.
Last modified on December 17, 2019 UTC