Contacts

After logging in mouse over the "Accounts" tab in the top menu and click "Contacts". This will take you to the Contacts page.

 

 

The contacts page is divided into two tabs: “Contacts” and “Groups”.

 

 

To add a Contact click on the “New contact” button located on the top left side of the contacts tab.

 

 

This will take you to the below page. After filling out the required information and other information you would like to store for this contact click save. The contact has now been added to your contact list.

 

 

To add a new group or see your existing groups click on the group tab. This is a list of all your existing groups at this time. To add new groups to the list click the “New Group” button. In the pop up window enter the name for the new group you would like to add. Click ok at the bottom of the pop up window. Your new group has now been saved to your group list.

 

 

To add a contact to an existing group check the box of the contact(s) you would like to add.Click the “Add to Groups” button, in the below menu check the group(s) that you would like to add this contact to, then click “Add to Groups”. Your settings have now been saved.

 

 

To see contacts in different groups click the “select group” list next to the search box. Choose the group you want to select and all contacts belonging to that group will be listed below.

 

 

The search function can be used for all contacts or after choosing a group you can use it for just the contacts within that group, after searching, all contacts with the searched name will appear below. 

 

 

To delete a contact(s) check the box of the contact(s) you would like to delete and click the “Delete” button. The desired contacts have now been deleted.

 

 

To edit a contacts information hover over the contact that you would like to edit and click the left mouse button. It will take you to the, "Edit Contact" page.

 

 

Now change the information you would like to edit and click the, "Save" button.