Adding Companies and Contacts to a Contact Group

Adding Companies and Contacts to a Contact Group

OfficeTalk lets you add companies and contacts to an existing contact group using drag and drop. You can do this in the following way:

Firstly view the company or contact that you wish to add in the appropriate view. Click the left mouse button down in Company or Contact view and whilst keeping the left mouse button depressed, drag the cursor to the relevant contact group in the Contact Group list and then release the left mouse button.

Alternatively, from Directory view, select one or more companies or contacts and drag them to the relevant contact group in the Contact Group list.

OfficeTalk provides several options for when you drop a company or a contact onto a contact group, with regards to associated contacts or companies. For example, if you add a company to a contact group, you may or may not wish to include all employees of the company as members of the contact group. Likewise, if you add a contact to a contact group, you may or may not wish to add the contact's associated company as a member of the contact group. The Drag/Drop page of the Preferences dialog box lets you choose which options you require. The options for when you drop a company onto a contact group are as described in the table below:

Radio Button Description

Do not add contacts When you add a company to a contact group through drag and drop, OfficeTalk will not add any of the employees of the company to the contact group.

Add all contacts When you add a company to a contact group through drag and drop, OfficeTalk will add all of the employees of the company to the contact group.

Prompt When you add a company to a contact group through drag and drop, OfficeTalk will prompt you with a dialog box, letting you choose which employees will be added as members of the contact group.

If you choose the Prompt radio button, OfficeTalk will display a Select Employees dialog box.

Select which employees you wish to add to the contact group and press the Add button. If you do not wish to add any employees then just press OK.

The options for when you drop a contact onto a contact group are as described in the table below:

Radio Button Description

Do not add company When you add a contact to a contact group through drag and drop, OfficeTalk will not add the associated company to the contact group.

Add company When you add a contact to a contact group through drag and drop, OfficeTalk will add the associated company to the contact group.

Prompt When you add a contact to a contact group through drag and drop, OfficeTalk will prompt you with a message box, letting you choose whether or not to add the associated company to the contact group.

If you choose the Prompt radio button, OfficeTalk will pop up a message box asking you if you wish to add the contact's associated company to the contact group.

Radio Button	Description
Do not add contacts	When you add a company to a contact group through drag and drop, OfficeTalk will not add any of the employees of the company to the contact group.
Add all contacts	When you add a company to a contact group through drag and drop, OfficeTalk will add all of the employees of the company to the contact group.
Prompt	When you add a company to a contact group through drag and drop, OfficeTalk will prompt you with a dialog box, letting you choose which employees will be added as members of the contact group.

Radio Button	Description
Do not add company	When you add a contact to a contact group through drag and drop, OfficeTalk will not add the associated company to the contact group.
Add company	When you add a contact to a contact group through drag and drop, OfficeTalk will add the associated company to the contact group.
Prompt	When you add a contact to a contact group through drag and drop, OfficeTalk will prompt you with a message box, letting you choose whether or not to add the associated company to the contact group.