Use this area to setup and define Contact Groups. A Contact Group is used to categorise contacts into different groups usually for correspondence purposes; (e.g. Newsletter, Christmas card, VIP, etc). By placing a contact into a Contact Group, you may isolate them from other contacts within the system for Reporting, Mail Merging, E-mailing or Short Message Services. You may create as many Contact Groups as you wish.

1.       Click on the Administration button.

2.       Under Setup, select the Setup Tables option.

3.       Select Contact Groups.

4.       A Contact Groups header will be displayed.

5.       In the Grid List area, left click in the white area under the Name heading.

6.       Enter a Name for the Contact Group; this is an identifier for example CC.

7.       Enter a Description for the Contact Group, for example Christmas Card.

8.       Click on the Save button.

Note: Contact Groups may be assigned to any contact in the Contacts > General screen.

Below is a list of Contact Group examples you may want to use:

*       Newsletter (Mail)

*       E-newsletter (E-mail)

*       Short Message Service (SMS)

*       VIP

*       Christmas Card

*       Property Guide