How to Modify a Contact Group
This video procedure has not been updated yet. Please follow the instructions below.
Instructions
1. Go to the “Data” tab and the “Contacts” subtab.
2. Click on “+” next to “Contact Group.”
3. Select the contact group that you want to modify.
4. Tick “Identification” to select the current contacts in the group.
5. In the search bar, enter the name of the contact you want to add to the contact group, and tick their name.
6. Repeat step 5 for every person you want to add to the contact group.
7. Once you are done selecting every contact in the group, which means the new and the current contacts that are in the group, click on the three dots next to “Contact Group.”
8. Click on “Update.”
9. Click on “OK.”
You have now modified the contact group.
Transcription of the Subtitles
Here is how you modify a contact group.
Go to the “Data” tab and the “Contacts” subtab.
Click on the plus sign next to “Contact groups.”
Now, select the contact group you want to modify.
To make sure that the current contacts in the group remain in it when you modify the group, select them by ticking “Identification.”
In the search bar, enter the name of the contact you want to add to the contact group, and click on their name. When it appears in the list, tick their name. Do this for all the contacts you want to add to the contact group.
If you want to add all the contacts from a specific category, such as all the tenants, you can click on this category from the search bar. Tick “Identification” to select all the contacts in the list.
Once you are done selecting the contacts in the group, which include the new and the current contacts, click on the three dots next to “Contact groups.”
Now, click on “Modify,” and a message will appear at the top of the screen telling you that the group has successfully been modified.
Click on “OK” to close the dialog box.