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Contact Groups

Often, you will want to classify your companies and contacts into one or more groups. For example, you may wish to create a group of sales prospects, or you may wish to keep a list of applicants to a vacancy in your organisation. OfficeTalk lets you do this using Contact Groups.

A company or contact may belong to several contact groups and each contact group may contain any number of companies or contacts.

Contact groups are hierarchical, which means that one contact group may contain one or more sub contact groups. This adds considerable flexibility to the way in which you structure your companies and contacts.

More:

The All Contact Group

Creating a New Contact Group

Adding Companies and Contacts to a Contact Group

Opening a Contact Group

Deleting Companies and Contacts from a Contact Group

Structuring Your Contact Groups

Finding Which Groups a Company or Contact Belongs To

Specifying Access to a Contact Group


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