Add Contacts to a Contact Group

Modified on 04/12/2014 04:42 PM by Suzanne Coy Categorized as Contacts (People and Organisations), Entries and Entrants, Memberships and Tickets, Trade Stands

==Overview==

''This guide explains how to add a set of Contacts to a Contact Group''


1. If you need to, set up a new contact group by selecting Utilities in the main screen header and scrolling to Contacts> Contact Set Up. You will be presented with the Contact Utilities screen as shown below:

[imageleft||{UP(Adding-Contacts-to-a-Contact-Group)}Contact_Utilities.jpg]















































2. Press 'Add' to add a type and a new window titled Group Details will appear. Input the description and display order in the fields and press Save. 

[imageleft||{UP(Adding-Contacts-to-a-Contact-Group)}Group_details.jpg]















































3. To add a Group under the new Type, go to the "Contact Type Groups" tab and select the Type in the drop down bar. Add a Group under a type if needed.

[imageleft||{UP(Adding-Contacts-to-a-Contact-Group)}Contact_typegroups.jpg]















































4. Now the Groups and Types are set up, in the ShowBiz main screen header go to Contacts and scroll to Exhibitors>Stand>Entries Manager


Search for a the subset of contacts you require, then check the contacts you want to add the the New Group

Press Update Types/Groups , then tab "Select Types and Groups to Apply/Remove"

Select Apply or Remove Radio Button

Then select the groups you want to remove or add the contacts to.

Click Apply

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Add Contacts to a Contact Group