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Page History: Add Contacts to a Contact Group

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Page Revision: 10/06/2013 01:22 PM


How to add a set of Contact to a Contact Group

If you need to , set up a new contact group using Utilities , 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

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