Groups allow you to classify your contacts in order to filter out particular groups. You can select any number of available groups to better categorise your contacts in order to filter them out, and send them customised material. You can select contacts placed in a particular group with the Sort function in the toolbar of the Contact card and in the Reports module.
Allocating a contact to a Group
Click the icon next to Group
to make the contact part of a group.
-or-
Click the Search button
at the bottom-right of the field.
An overview of all the Available groups is on the left side of the window Group. Click the desired group, and transfer it to the field Selected with the single arrow button in the middle of the two fields.
The contact is now part of the chosen group.
Note! New groups are created in the
Properties register, which you can access by going to View
- Settings - Company - Properties register.
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