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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."

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  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

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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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