Groups can be used to segregate contacts making contact management easier. To create a new group:
Go to Contacts > Contact Groups
- Select New Group
- Enter the name of the new group you would like to create and, optionally, an "alias"
- The Group name must be unique for the account
- The alias must be all lower-case without spaces
- Click Save
Groups are listed in the Contact Groups table and can be searched in the “Search Groups” field by inputting part or all of the name and clicking enter
Adding Contacts to Contact Groups
To add a contact to an existing contact group, simply open the profile of the contact you wish to add (go to "All Contacts" and then click on the three dots on the right of the contact in the list, followed by "Edit") and add the group name in the Contact Group field:
Note: You can add contacts to multiple groups
To remove a contact from a group, simply edit the contact profile as above, and remove the group name from the Groups field.