Daily Archives: June 19, 2013

How do I assign multiple contacts to groups?

To mass assign contacts to groups, follow these steps:

Select contacts from the list using checkboxes
Click the Groups button
Select the target groups
Click the Assign button

Note: if you don’t select any contacts from the list in Step 1, then all of them will be assigned to selected groups.

How do I unassign multiple contacts from a group?

To mass unassign contacts from a group:

Navigate to group in question
Select contacts to unassign using checkboxes
Click the Unassign button

How do I add a note to contact?

There are two ways. You can add a persistent comment in Contact > Edit > Comments about this contact. It will always be visible on contact preview.

To add a time-sensitive note, such as meeting results, add activity. You may label it “Note” or create any other descriptive label for the line-items of this type.