Groups
How to Import Contacts into a Group?
From Admin Dashboard Click Contacts from left-side menu Click Contact Import from left-side menu Select the group to be imported to Click Generate Template and follow the on-screen instructions on how to populate the file. Once the import file is ...
How to delete a Group?
From Admin Dashboard Click Contacts from left-side menu Click Contact Groups from left-side menu Search for the Group to be deleted then click the Manage button on the right-side Click Delete Group. Confirm the removal of the group, click OK NOTE: ...
How to Download a List of Group Members?
From Admin Dashboard click Contacts from left-side menu Click Download button from Contacts Module on top Click Go beside All contacts by Group Select the group(s) you want to download and click Advance button To multi-select, hold down the ...
How to View Add and Remove Members of a Group?
To View Members of a Group From Admin Dashboard Click Contacts from left-side menu Click Contact Group from left-side menu Click View button for the group you wish to view NOTE: The grid will display all members of the group. Use the Filter to view ...
How to Create a Group and Edit a Group Name?
How to Create a Group? Click Dashboard Click Contacts from left-side menu Click Contact Groups from left-side menu Click Add New Group button Enter a Group Name (e.g. Executive) Click Add Group button Provide a Group Description If you are defining a ...
How to Add or Remove an Individual from a Group?
How to Add or Remove an Individual from a Group? You may add a contact to any groups you have created in your system. If you have not created any groups, you may do so from the Contacts Module home screen. Click the Groups button or Manage Groups on ...