Manage contact groups

Contacts - View, Add and Edit Contacts

You can add contact groups and then organise related contacts into those groups. For example, you could create a group called ABC Pharmacy Group and add group members to it, such as ABC Pharmacy India, ABC Pharmacy Bengaluru and ABC Pharmacy Mumbai . Grouping contacts is different to adding relationships between them, for example, their shareholder, trustee, and beneficiary connections. It provides an easy way to consolidate a group of related contacts and report on the group as a whole.

Organising contacts into groups is useful for the Practice Manager module:

  • A team member allocated to a job can see whether other clients could be affected by the work they have been assigned to do. This information will display on the Job Details screen.
  • A payment can be split across group members when managing your receivables.
  • You can get the most out of the WIP Control by Group, Grouped Aged Receivables, and Grouped WIP reports.
  • Members of a group can all be put on the one invoice.
ClosedAdd a contact group

Contacts - View, Add and Edit Contacts

There are three ways to add a contact group. You can do it manually via the Contact Groups area or from within a contact record (see below). Alternatively, you can assign a contact to a contact group when you import the contact details  (via the ContactGroup field).

ClosedAdd a contact group via the Contact Group area
  1. Click Contacts > Groups.
  2. Click Add Contact Group to set up a new group.
  3. Type the Group Name.
  4. Click Save.
  5. Add a contact to the group now, if required:
    1. Type the first few letters of the contact's name in the Select Contact field, then click the required contact in the list that appears OR click the Search button , locate the required contact and click it to select it.
    2. Click Add.
    3. Repeat the above steps to add more contacts to the group, as required.

ClosedAdd a contact group from within a contact record
  1. Click Contacts > All Contacts.
  2. Locate and click the required contact.
  3. Click the Relationships tab.
  4. Click "here" in the Click here to assign this contact to a contact group message.
  1. Click Create New Group.
  2. Type the Group Name > click Save.
  1. Click Save.

    2. ​

ClosedAdd contacts to a group

A contact can only belong to ONE group.

There are three ways to add a contact to a group. You can do it when you initially add the contact group or later on as required, via the Relationships tab in a contact's record. You can also assign a contact to a contact group when you import the contact details (via the ContactGroup field).

ClosedAdd a contact to a group via the Contact Group screen
  1. Click Contacts > Groups.
  2. Add a new contact group or open an existing contact group.
  3. Type the first few letters of the contact's name in the Select Contact field, then click the required contact in the list that appears OR click the Search button , locate the required contact and click it to select it.
  4. Click Add.

ClosedAdd a contact to a group via the contact record
  1. Click Contacts > All Contacts.
  2. Locate and click the required contact.
  3. Click the Relationships tab.
  4. Click "here" in the Click here to assign this contact to a contact group message.
  5. Type the first few letters of the contact's name in the Select Contact field, then click the required contact in the list that appears OR click the Search button , locate the required contact and click it to select it.
  6. Click Save.

ClosedView contact groups
  1. Click Contacts > Groups - the list of groups is displayed, including the number of group members.
  2. Click on a contact group to open it for editing.

You can also filter your Contacts search results by Contact Group.

ClosedEdit a contact group
  1. Click Contacts > Groups.
  2. Click the row of the group you want to edit.
  3. Edit the group's name, if required:
    1. Click Edit Details.
    2. Make the required changes.
    3. Click Save.
  4. Add another contact to the group, if required.
  5. Remove a contact from the group, if required:
    1. Click the Delete button at the end of a row of an existing contact.
    2. Click Yes to confirm.
ClosedDelete a contact group

Contacts - Archive and Delete Contacts

  1. Click Contacts > Groups.
  2. Click the Delete button on the row of the group you want to delete.
  3. Click Yes to confirm.
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