Showing and hiding the Group Panel
Updated in 2024
Retired in 2025
IMPORTANT: This page describes a feature of the Desktop App that was retired in 2025. An improved version is available in the Web App. See how this feature works in the Web App
Before you can group records by using the Group Panel, you must make it visible.
To hide or show the Group Panel, do either of the following:
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Click View > Group by Box on the main menu.
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Right-click anywhere in the grid, and then click Group > Group by Box.
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Click the Group by Box icon
on the Standard Toolbar.
This action will either show the Group Panel above the grid (if it is not already displayed) or hide it if it's currently shown.
NOTE: Alternatively, you can make the Group Panel visible by configuring options in the Customize View window: Click View > Customize Views and select the Group by Box check box on the Options tab.