Groups
How to Import Contacts into a Group?
Click Dashboard Click Manage Groups Click Manage button beside the group to edit Click Batch Operations tab Click Download Template link under the Batch Group Import section and follow the on-screen instructions on how to populate the file. Once the ...
How to delete a Group?
Click Dashboard Click Contacts Module Click Manage Groups Click Delete button beside the group you wish to remove. A pop-up message will appear asking you to confirm the removal of the group, click OK NOTE: Deleting a group will also remove all the ...
How to Download a List of Group Members?
Click Dashboard Click Contacts Module Click Download button 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 CTRL/Command key and click to select To only select ...
How to View Add and Remove Members of a Group?
To View Members of a Group Click Dashboard Click Contacts Groups 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 expired or valid members. To Add an individual to a Group? ...
How to Create a Group and Edit a Group Name?
How to Create a Group? Click Dashboard Click Contact Groups 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 member group, click the check box for Member Type If ...
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 ...