Overview
The 'Group Summary' screen displays a summary of existing groups, which can be viewed, edited, deleted, exported or cloned as required.
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There are 2 ways to open the 'Group Summary' screen:
1. Click 'Show Groups' under 'Contacts/Groups/Lists' in 'Personal Setup' menu.
2. Click 'Show All Groups' in 'Address Book' drop-down menu at top of the interface. |
Description
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Choose 'All Groups' or 'My Groups':
•All Groups - All groups belonging to the parent customer will be displayed in the summary table.
•My Groups - Only groups belonging to the current user will be displayed.
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Load group summary.
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A "Search" button is available for Users to search for their Contacts. Clicking on the button brings up the search fields as displayed below. |
Search Groups
Group Summary
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The table fields allow you to view, edit, delete, or clone group details, and send quick SMS messages (note: actions may be restricted to 'View Only' depending on the group type and owner).
Click a group name to view details or one of the following icons:
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Edit the details of an existing group. |
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Export the group data to an external CSV file. A window will appear prompting you to open or save the file. Click 'OK' to confirm.
Note: 'Export' functionality is not available as standard. Please contact your Account Executive if you would like to enable this functionality
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Delete permanently from the system. |
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Clone - create a duplicate of the selected group details. This allows you to copy the main details of a group, and adjust other details as needed.
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