EditPurpose
To add, edit, or delete groups that are used to organize your contacts.
EditLocations Used
Groups
EditOverview
SalesdeskSuite provides a way for you to better organize your list of contacts by putting them into groups. For example, you may have contacts that are all in Sales, or you may have personal contacts. Another example of using groups is if you want to email only contacts in that group.
To view a list of groups currently defined, make the menu selection
Contacts→Contact Groups from the main menu bar. The Groups page will be displayed.
 Group List |
EditAdd a Group
To add a new group, click on the
ADD NEW ENTRY button on the Groups page.
 Add a group |
1. Name - Enter a name for the group.
2. Description - Enter a description for the group.
The bottom section of the page is initially blank. It is used to display a list of contacts that belong to the group. Refer to the section "Assign Contact to a Group" for more information on this topic.
3. Click on the SAVE button to save the group into the database. Click on the CANCEL button to discard your changes.
EditEdit a Group
1. To edit a group, click on a name on the Groups page.
2. The Group Details page will appear. Edit the input fields, as necessary.
3. Click on the SAVE button to save your changes or click on the CANCEL button to discard your changes.
EditDelete a Group
1. To delete a group, click on a name on the Groups page.
2. The Group Details page will appear. Click on the DELETE button. You will be asked to confirm your request. Click on the OK button to continue; click on the CANCEL button to disregard your request.
NOTE: The contacts in the group ARE NOT deleted when the group is deleted. The contacts remain in the SalesdeskSuite database.
EditPrint Group List
1. To print a group, click on a name on the Groups page.
2. The Group Details page will appear. Click on the
PRINT button on the right side of the Group Details page.
3. The Print window will be displayed; specify where to print the document.
 Print group list |
4. Click on the
PRINT button to print what is displayed on the Group Details page or click on the
CANCEL button to disregard the request.
Export Group List
1. To export the group list to a spreadsheet, click on a name on the Groups page.
2. The Group Details page will appear. Click on the
EXPORT GROUPS button on the right side of the Group Details page.
3. You will be asked whether you want to open or save the spreadsheet file. Select
OPEN to view the spreadsheet or
SAVE to save it as an Excel (.XLS) doc on your computer.
 Export group list |