8.2 Manage Contact Group

Add Contact Group:

• Select the Add Contact Group menu, from the Manage Contact Group option.

• Enter the Contact Group Name in the "Info" Tab.

Fig 8.2.1

• Choose the desired Department from the Department name on the “Share” Tab.

• If no department is selected, the information will remain visible only to Agent.

Fig 8.2.2

• After filling in the required valid details, click "Update" to save the Contact Group.

Managent Contact Group:

The Manage Contact Group page lists the contact Groups.

Follow these steps to manage the contact Groups:

• Select the Managent Contact Group menu, from the Contact option.

• In this section, you will find field featuring “Search" and “Edit" functionality.

Fig 8.2.3

• In order to find a particular Contact Group, you can use the Quicksearch filter, then hit the “Search” button.

• Selecting the Enable checkbox displays active Contact Group, while deselecting it shows Inactive Contact Group.

Edit Contact Group:

• You can edit the field by clicking the Tag icon.

• On the Edit Contact Group page, you can modify the Group Name and Department Name.

• You have the option to enable or disable a Contact Group using the Enable Toggle

Fig 8.2.4 Fig 8.2.5

• Click “Update” button to save the changes.

Note:By default, a group named “General” is available in Manage Contact Group for use. Alternatively, you can create a new group as needed.