In Contacts, you can organize your contacts into groups using labels such as “Referrals” or “Legal Reps.” Each group must have a unique name, so duplicate names are not allowed.
The system includes three reserved groups: Clients, Suppliers, and company Directory. These groups cannot be renamed or deleted, nor can you manually assign contacts to them.
Create a contact group
- Go to Contacts.
- On the left next to “Groups”, click Add group +.
- Enter a group name, then click Save.
Rename contact group
- Go to Contacts.
- Navigate over a custom group, then click Rename group.
- Enter a new group name, then click Save.
Delete contact group
- Go to Contacts.
- Navigate over a custom group, then click Delete group.
- Click Delete to confirm.
Add contact to a group
- Go to Contacts.
- Select a contact.
- Click on the “Groups” icon.
- Check the box next to a group name.
Remove contacts from a group
- Go to Contacts.
- Select a contact.
- Click on the “Groups” icon.
- Clear the box next to a group name.