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Managing Groups

Did you know you could assign Clients to Groups that you create and you can manage those clients by Group? If you answered "NO" let's fix that!


Managing Clients by Group

Click on the Contacts button on the main menu.

Click on Manage Groups




The Group List will open.

Group List sample

From the Group List page you can: Add New Groups Names and Descriptions, Modify a Group Name and Description, Delete, Print, the Group List & E-Mail members of a Group(s)


Add New




Select the Group or Groups to be deleted. Click Delete.


Click Delete Group(s)


The Complete list of Groups can now be printed.

Click Print


Click Print




Click E-Mail


The distribution list is already created for you!

Compose your email and click Send


Sort By Group


You are ready to work with Groups in your Contact Manager!


Last modified on Wednesday, 18 March 2020 15:54