You can use this grouping method to show where the different objects that your organization services are located. Grouping objects by geographical location can also be useful if, for example, you need to identify the objects for which you already provide service in a particular country/region.

A customer from Belgium calls your service center and wants to create a service agreement for an object, ABC. You have attached a geographical location object group, Belgium, to all objects serviced in Belgium. Using this group as a filter, you can rapidly search to see whether ABC already exists as a record in your application or whether you need to set up a new object. For more information about filtering, see Filter records.

You can use this grouping method to show on which types of objects your company performs service. Grouping objects by type can also be useful if, for example, you want to create a new object based on similar existing objects in the application.

A customer calls and wants to set up a service agreement for an air conditioning machine, HIJ. This machine does not already exist in your records. However, as you have set up an object group called Air Conditioners and have attached this group to all air conditioning objects, you can quickly search for and identify all other air conditioning machines and use the template information from these objects to provide the basis for service agreement lines for HIJ. Using object groups in this way saves time in the setting up of new objects and determining what service tasks must be carried out on them. For more information about searching and filtering, see Filter records.