crm3

Selecting Groups beneath the Contacts tab displays the Contact Groups screen, illustrated below. The Groups feature allows you to gather together contacts from similar (or the same) organizations or demographics. Groups are displayed on a My Groups list, with the Group’s Name, Created (date the Group was created), Approx. Members and Membership Locked (whether or not additional members can be added to the Group) status shown.

Clicking a Group on the My Groups list displays the following pop-up window, which provides you with additional options when working with Contact Groups.

Click Open Contacts to open the Contact Group with the Group’s first Contact’s Contact Card displayed, as shown in the following illustration.

Navigate through the Contacts within the Group by clicking Previous Contact or Next Contact.

Click Possible Duplicates to search through the Group for possible duplicate Contacts. If possible duplications are found, the following screen is displayed, allowing you to resolve them.

Select a contact on the Possible Duplicates list to merge with the current Contact using the illustration below or click Finish to indicate that the Contact is not a duplicate. During a merge, all associated information (e.g., business processes, history) from the duplicate will be moved to the current contact.

Select the check boxes from the different sets of Contact information that you want to use for the Contact and then click Merge Contact to merge the Contact information, or click Mark as Non-Duplicate to indicate that they are two different Contacts.

Click List Contactsto open the Contact list for the Group as described at the beginning of this section of the document.

Click Edit Group to edit the Contact Group using the Contact Group Editor, illustrated below, where you can make modifications to an existing Contact Group.

Modify the name of the Group in the Name text field, select or deselect the Lock Membership checkbox so you can add additional members or lock the Group so no new members can be added, and modify the Conditions that have been established for the Group, if necessary. Then click Save to save your changes to the system or click Cancel to close the editor without making any changes.

Click Share Group to display the Group Sharing screen, illustrated below, which is used to share a Contact Group with other Users of the system.

Click Delete Group to delete the Contact Group. The Delete Group window, illustrated below, is displayed to ensure that is your intention.

Click OK to remove the Contact Group from the system or click Cancel to close this window without deleting the Contact Group.