Contact Groups in e-manage|ONE provide a flexible way for users to organize contacts according to their preferences. Whether you're looking to collaborate with others or keep your contacts private, here's how you can effectively utilize Contact Groups:
Creating and Managing Groups:
From any grid containing contact information (Recent Records, Favorites, Leads, etc.), you can add contacts to a group by:
Highlighting the contacts.
Right-clicking and selecting "Add To Group."
To create a new group, click the "New" button, enter a Group Name, and then click "Save."
Sharing Groups:
Click on the newly created group, and you can choose to share it with other users by:
Highlighting one or more users using SHIFT + CLICK or CTRL + CLICK methods.
Click the ">>" button and select "Add Contact(s) to Selected Group."
Adding Contacts to Groups:
From any grid containing contact information (Recent Records, Favorites, Leads, etc.), you can add contacts to a group by:
Highlighting the contacts.
Right-clicking and selecting "Add To Group."
Within any grid containing contact information, highlight selected contacts, right-click, and select "Add to Group."
Select "More" in the lower-left toolbar, go to "Groups," hit the "+" sign, highlight the file, and click "Group Manager."
Click on your designated group, and then select "Add Contact(s) to Selected Group." You'll see the Members' number change, and the Assigned Users will disappear.
This is a video showing how to use and create Groups and below the video is additional information for setup and use.
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