Create a Group from Analysis

Click on Groups in the toolbar.

Select the group or create a new group.

Add contacts or check the box to only add selected contacts.

Assign users that have access to the Group.

Adding Contacts to a group from Analysis

Click on the "Analysis" menu, then on Contacts (or Project Contacts).

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.

Click the "Run Query" button.

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 "Add Contact(s) to Selected Group" button.

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.

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.

You can make this grid more useful by Configuring Editable Fields to allow users to edit information directly in the grid.

You can use groups to Perform Mail Merges and to send bulk e-mails simply by dragging and dropping the Group Folder from the Groups pop-out panel into the recipients list box in either window.