Keep connected contacts together by organising your contacts into groups. Individual contacts can be included in multiple groups, or no groups at all.
This article covers:
Creating, editing and deleting groups
Adding a contact to a group
Exporting a group of contacts based on an group
Watch our video demonstration, or scroll down for step-by-step instructions.
Create contact groups
1. Open Contacts, click Groups and click Create New Group.
2. In the new window:
Enter a group name.
Add any relevant group information in the description.
Select the contacts you wish to include from the dropdown menu.
Click Create contact group.
Edit a contact group
1. Open the more options (…) menu next to the group and select Edit.
2. Repeat the steps above for filling in the contact fields, and when finished click Update Contact Group.
Delete a contact group
Open the more options (…) menu next to the group and then select Delete.
Please note, deleting the contact group removes the group only, it does does not delete the contacts within it.
Add a contact to a Group
1. Go to Contacts, and click on a contact to open the preview panel.
2. Click the + symbol below the contact's name, near the top of the panel:
3. From the Groups dropdown menu, select a Group. You can then repeat this process to add another Group.
4. Click Update when complete.
Export contacts in a single Group
You can download a CSV file with the contact details for all group members.
1. Go to Contacts, and click Groups.
2. Next to the group you want to export, click the more options (...) menu, then select Export to CSV, as shown in the screenshot below.
3. The CSV file will download to your computer.