Manage contact groups

This article guides you through the process of creating groups of contacts which allows you to add multiple contacts to a project simultaneously. 

1. To create a group, navigate to menu option Contacts > Contact groups

2. Click the create new group button and complete the below steps:

- Add a name to the group

- Set if the group should be visible for a limited number of contacts or for the organization as a whole

- Set the categories for which type of projects the group should be visible (options may vary depending on your permissions)

- Click "Add group"

3. Add contacts to the group

Click "Add member" and select from the list of existing contacts or click the "Add as a new contact" option and fill out the information. Click "Add member".

Tip 1 - Edit groups

You can change members of the group and edit the group by clicking the 3-dots menu to the right of the name of group > Edit group

Tip 2 - Order of appearance

 

You can set the order of appearance for the groups when using them in projects. In the top menu, click the gear symbol > Organizational settings. Pick the relevant list settings section.

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