Adding people to an existing group or removing them.

Help on Youtube: 

There are 3 ways to add contacts to a group:

OPTION 1

• Search for the group in the left hand control panel by it's name , or list all groups on your database by clicking on the "Group" button .
• On the screen you will see the group name appear.
• Click the "Activate" button to the right of the group name you wish to add people to.
• You will now see that the activated groups name appears in a green banner at the top of your screen with buttons to the left and right of it.

• To add contacts to the active group: If it is an entire group that you have imported, or already exists, search for the group, check the check box next to the group name, and click on the Add to Group button on the green banner by the active group. If it is a single contact you need to search for the contact, and when they appear on the list - check the checkbox next to their name, then click on the Add to Group button in the green banner. If there is more than one contact with the same domain in their e-mail address, search for them by the e-mail domain, and when they appear on the list - check their checkboxes and then click on the Add to Group button in the green banner.
• To remove contacts from the active group: If it is an entire group that you have imported, or already exists, search for the group, check the check box next to the group name, and click on the Remove button on the green banner by the active group. If it is a single contact you need to search for the contact, and when they appear on the list - check the checkbox next to their name, then click on the Remove button in the green banner. If there is more than one contact with the same domain in their e-mail address, search for them by the e-mail domain, and when they appear on the list - check their checkboxes and then click on the Remove button in the green banner.
• Once you are done with the group, you click on the Deactivate button in the green banner to make the group inactive again.

OPTION 2

• Search for the contact or person you wish to add to the group.
• Click on the blue link of their name to view all their details

• Scroll to the bottom of that page and you will see a box on the left hand side called Add to groups .
• To add contact to a group: Click on the blue "Add to groups" wording and search for the group by it's name in the window that pops up, tick the group you would like to select and click the "Add Groups" button

• Click on Save .
• To remove contact from the group: Click on the red arrow next to the group name, the group is removed. Click on Save .

OPTION 3

• Search for the contact or contacts that you want to add to a group.
• Select the contacts you want to add to the group by ticking the check boxes that appear to the left of their names, or in the drop down above the first name on the list select all or the choice you want to make.
• Once the correct check boxes are ticked - click on the blue "Add to" link at the top of the screen and a dialogue box will appear and you can then choose where you want to add the contact or contacts to - group, organisation etc, type in the name and click on search.
• The Group name will appear in the dialog box you then click on add to, and the selected contacts will be added to the group.