Contact Groups are Here!

Do you have groups of distributors or other customers that you always quote? Rather than add each company onto the project, you now have the ability to set up contact groups and associate the entire group to a project.

Creating groups is done on the Contact Management Tab.  To create a group, follow these easy steps.

1.  Go to the Contact Management tab and click on Groups

2.  Click on Create New Group

3.  Name the group and click OK.

4.  Associate the companies to the group, click save and close.  The group is ready for consumption in Project Container.

To add a group to a project follow these easy steps on the contacts tab of the project

1.  Click on Associate Group.

2.  Select the Group from the drop down.

3.  Click Associate and the companies in that group will be added to the project.  If a company in the group is already on the project, it will NOT be added a second time.