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Creating a New Contact Group

You can create a new contact group in the following way:

Double click on a blank part of the Contact Group list. The Contact Group dialog box is displayed.

Enter a name for the contact group, for example, 'Potential Prospects'.

Select the Members tab. The Members page lets you specify which companies and contacts will belong to the contact group.

Find the relevant companies and contacts by selecting either the Companies or Contacts radio button and searching for records which begin with or contain the text that you enter into the Search Text field. When you press the Search button, any records found will be displayed in the Results list. For more advanced searching, you can use the Company or Contact Search dialog box. Pressing the Company Search Results or the Contact Search Results button will add the results of the Company or Contact search dialog box into the Results list. Any companies shown in the Results list are displayed along with the list of associated employees.

Select the records from the Results list that you wish to add to the contact group and press the Add button. The selected companies will be added to the Members list. Press OK to save your changes. The Contact group will appear in the Contact Group list.


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