Overview
This article will go over how to create Contact Groups within SmartDocs 360.
Navigation
| Select the Entity where you want to add the Contact Group | |
| From the Main Toolbar, select Contacts |
Instructions
1. Tick the checkbox next to all contacts being added to the Contact Group:
2. Click Add to Groups. From here, begin typing and create a new group, or select an existing group.
Once the contact group is selected, click Add to add all selected contacts to this group:
Note: Multiple Contact Groups can be selected, allowing you to add contacts in bulk at the same time
- The Contact Group details will be added to the Contacts screen:
- You can also filter the Contacts screen by these Contact Groups using the relevant dropdown:
Note: Synced Contacts and Contact Groups
Please note that Contacts synced to a third party software (e.g. Xero, Quickbooks) cannot be added to Contact Groups in SmartDocs 360. These Contact Groups need to be added directly in the appropriate software, which can then be synced with the SmartDocs 360 Contacts.