Page History: Add Contacts to a Contact Group
Compare Page Revisions
Page Revision: 15/08/2013 11:15 AM
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
Click the "Contact Type Groups" Tab , then the "Contact Type" Tab
Add a Type , then if you need a Group under the new Type , go to the "Contact Type Groups" tab and select the Type in the drop down.
Add a Group under a type if needed.
Now the Groups and Types are set up , go to the Contacts/Exhibitors/Stand/Entries Manager
Search for a the subset of contacts you required, 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