We invite you to watch the Jim2 Stock Groups Webinar, which shows how your business can use groups to help categorise in Jim2.
In this webinar we covered:
- The different Group types available in Jim2
- How to segment your customer base
- How to run reports on specific Stock Groups
- Using Groups to organise your documents
There are 7 different Objects that you can include in groups in Jim2, and these are:
- CardFiles
- Items
- Stock
- Projects
- Assets
- Documents
- Users
And then we have the different Group Types as follows:
- Report Level
- Non Report Level
- Region
- Brand
- Price Group
- Folders
- Tags
- Category
Groups help categorise similar information together to help you find what you need more quickly. By correctly setting up groups for your business and having a logical folder structure can mean the difference between finding the Cardfile, job, stock, project or document you are looking for now or finding it after the opportunity has passed.
We recommend adjusting the video quality setting on YouTube to 1080p for the best viewing experience.
Useful Resources
Here is everything you need to know about managing stock types in Jim2:
Jim2 Help Resources:
- Jim2 Groups – Visit Jim2 Help
- Group Types – Visit Jim2 Help
- Stock Groups – Visit Jim2 Help
- Adding Groups to a Cardfile – Visit Jim2 Help
Need assistance from the Jim2 Support Team?
Reach out to our support team with your questions on Jim2 Stock Types.
