Page History: Add Contacts to a Contact Group
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Page Revision: 15/08/2013 12:05 PM
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:
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.
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.
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