You can create groups to organize your contacts within the Relationship Manager by following the instructions below:

  1. Click Relationships in the main toolbar on the left side of the screen.
  2. Search for the contacts you want to add to a new group and select them using the checkbox on the left.
  3. Click Add to Group.
  4. At the top of the next box, click Create New.
  5. Fill in the information and click Submit.

Note: When you are importing contacts, you can add a column called Group and the system will create the group automatically.


Updated: 05/06/2020

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