Creating a New Group

Follow the given procedure to create a new group:

 

  1. Click (Create Group button) from the Address Book screen to create a new group. The New Group screen appears,

  1. Enter a group name in the Name text box.

  2. Enter the notes in the Notes text area. You can enter why this group is being created, what will the group user do, what functionalities of the Collection will the group user have access to etc.

  3. Click (Add Group Member(s) button). The Contact Selection window pops up. This is shown below,

  • Search and select the contacts from the list.

  • Click Add New Contact button to move to the Add/Edit Contact screen and create a new contact to be added to the group.

  • Click Add & Close to add the contact within the new group being created and close the window, simultaneously. 

  • Click Close to exit from the window. The selected contacts are displayed under the Contact/Group name row-wise in the New Group window.

  1. You can select group members and click on Delete button to remove the selected Contact(s) from the new group being created.

  2. You can click on Delete All button to remove all the group members from the new group being created.

  3. Click Add group member(s) button to add more members to the new group.

  1. After adding the group members from the contact list click Save to save the group members. A confirmation message appears.

  2. Click OK to create the new group. Alternatively, click Back to move back to the Address Book screen without creating the group.

  3. Once on the Address Book screen, you can view the newly created group on the Contacts List View grid section.