If you have recently added a new product code or service into your daily extract for Core iQ, you might have noticed that you now see a message that says that you have Unmapped Services that need to be grouped. If you already know the Service Grouping that this new product code needs to be added to, then the steps are simple to follow:
In the Admin area of Core iQ, navigate to Services & Groupings, which houses all the products and service groups that have been mapped from your core. All of the relevant product codes are connected to items within this area, and the options in your Service Groups influence many of the reports and dropdowns in Core iQ. Within this area, find the right group for this new product.
After clicking into that group, go to the Belonging to this Group tab on the left side of the screen. At the bottom of the screen, you will see the ungrouped service with an empty box next to it. Check that box, then click Save on Group settings to add that product to the selected Service Group.
Just like that, you have added a new product (or multiple products) into a new Service Group that can be tracked on Product Offer templates and reports. One thing to be aware of with this process is that it only works with existing, mapped products. If your financial institution adds a new product, with a distinct product code, and you do not see it filter into Core iQ after the next import, then you may need to have that data feed mapped by our team. See this question to learn how you can map new data into Core iQ.