Contact Groups are a in e-manage|ONE provide a flexible way for one or more users to keep contacts organized in ways that make sense to them.
A good example of a contact group use would be for your Christmas Card List. Making a public Christmas Card List will allow all of your users choose from contacts in the database that they want to get a card for Christmas.
You can make groups public (with the appropriate application rights) so all users can add to and use the group. A private Contact Group can be converted to a public group or the creator can choose to share with individual users.
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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You can add contacts to Contact Groups by clicking on the Groups pop-out panel on the right side of the e-manage|ONE main window, right clicking on a contact from Search e-manage, Recent Records, Favorites, Leads or any other grid that contains contact information, or you can open a contact and go to the Actions Menu and then the "Add To Group" menu item. In this section we will do each and then creating a new group and clicking on the "Add Contacts" button.
Click on the Groups pop-out panel on the right side of the e-manage 7 main window, then click on the "Group Manager" button at the bottom of the panel.
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The Group Manager window will pop-up.
Click the "New" button, then type in a Group Name, then click the "Save" button. In this example, we will create a Christmas Card List. In the list of defined groups, you will see the number of contacts that have been added to the group in the "Members" columns.
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Click on your newly created and you will be able to choose to share your newly created group with other users by highlighting one or more users (using the 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."
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To create a new group, click the "New" button, enter a Group Name, and then click "Save."
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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
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Click the ">>" button
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You may now add contacts to the newly created group. In this example we will use "Search e-manage" and look up "Marketplace Software", then switch the "Search For" drop down list box to "Contacts". We will then highlight all of the contacts and right click and choose "Add To Group".
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and select "Add Contact(s) to Selected Group."
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Adding Contacts to a group from Contact and Project Contact Analysis.
Click on the "Analysis" menu, then on Contacts (or Project Contacts).
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Choose the criteria that will bring up the list of contacts closes to what you want.
Note: if you are a salesperson, you will only see contacts where you are listed in the access list on the "Company Information" window.
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Click the "Run Query" button.
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Use Grid Filters if you need to further narrow your list of contacts. Highlight all of the contacts you want to add to a group (or select no contacts, and do not check the "Add Selected Contacts Only" checkbox on the Groups panel). Click on the Groups pop-out panel in the toolbar inside of the "Analysis" tabbed window, choose the group you want to add the contacts to… choose whether or not to add only selected contacts and click the 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."
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You can view or remove Group Members from the "Groups" pop-out panel on the right side of the e-manage 7 main window by clicking on the contact group you want to work with, then clicking on the "View / Remove Group Members" button on the bottom of the panel.
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Remove Contacts from the group by highlighting the rows in the grid and then pressing the DELETE key on your keyboard and saying "Yes" to the confirmation.
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You can make this grid more useful by Configuring Editable Fields to allow users to edit information directly in the grid.
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You'll see the Members' number change.
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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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