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  1. 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."

  2. Within any grid containing contact information, highlight selected contacts, right-click, and select "Add to Group."

  3. Select "More" in the lower-left toolbar, go to "Groups," hit the "+" sign, highlight the file, and click "Group Manager."

  4. 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.

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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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