Manage contact groups

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.