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Contact Groups

Page history last edited by Joe 1 yr ago

Contact Groups

 

About Groups

Contact groups are used to organize your contacts much the same way folders work on your computer.

You can add as many contacts as you wish to a group and also import contacts from a CSV file into a group.

Additionally as you can have Global contacts you can also have global Groups, when a group is changed to a global group

the group will show up for all users in the company. Any contacts added to a global group will show up in the global group

even if the contact is NOT a global contact.

 

Adding a contact to a group

You can simply drag a contact into the group folder to add a contact to the group

 

 

Removing a group membership

You can remove a group membership by clicking the delete icon beside the group in the Contact Details under Group Memberships.

 

 

 

 

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