Contact groups

Groups are labels you define yourself, such as VIP or Overseas, for organising your contact list. They are shared with everyone in your organisation.

Create a group

1. Go to Contacts and choose Groups in the tab row.
2. Choose Manage groups….
3. Type a name and choose Add.

Add contacts to a group

1. On the contacts list, tick the contacts you want.
2. Choose Add to group and pick the group.

The group's member count updates straight away. A contact can be in as many groups as you like, and its groups show as chips at the top of its own page.

Filter by group

Choose Groups and pick a group to narrow the list to its members. The filter works together with the All, Customers, Suppliers and Archived tabs and with search, so you can, for example, see only the suppliers in one group. Pick All contacts to clear the filter.

Rename or delete a group

Open Manage groups…, then use the pencil icon next to a group to rename it, or the bin icon to delete it. Deleting a group removes only the grouping itself: the contacts in it are untouched.

Related

• Create and edit contacts