Adding people to an existing group.
There are 2 ways to add contacts to a group:
OPTION 1
Step 1:
- Search for the group in the left hand control panel by it's name, or list all groups on your database by clicking on the outlined "Group" button.
- On the right you will see the group name appear.
- Click the "Activate" button on the left of the name of the group you wish to add people to.
Step 2:
- Search for the people you wish to add using the contact search in the left hand control panel
- Once the list of names appears, select them by ticking the check boxes next to their names, or just tick the check box right at the top to select all
- Now click the "Add to Active Group" button that appears right at the top of the list of names. Next to the "Add to Active Group" button, you will see the name of the group you are adding these contacts to.
OPTION 2
- Search for the contact or person you wish to add to the group
- Click on the blue link of their name to view all the details
- Scroll to the bottom of that page and you will see a box on the left hand side stating "Add to groups"
- Click the green plus sign and search for the group by it's name in the window that pops up, tick the group you would like to select and click the "Add Groups" button
OPTION 3
- Search for the contact or contacts that you want to add to the group
- Select the contacts you want to add to the vroup by ticking the check boxes that appear to the left of theri names, or in the drop down above the first name on the list - select all or the choice you want to make.
- Once the correct check boxes are ticked - click on the Add to link next to the green cross at the top of the screen - next to the Delete button - a dialog box qill appear and you can then choose where you want to add the contact to - group, organisation etc, type in the group name and click on search.
- The Group name will appear in the dialog box, you then click on add to, and the selected contacts will be added to the group.