Support Center

Managing Groups

Last Updated: Jan 05, 2016 01:01PM EST
Contact Groups are used to help filter the display list in the Preview Panel. You can group contacts by any criteria; however, some common group examples are: personal, such as friends and family; or company, such as departmental or external clients.
When you select one of your groups, all contacts in that group are displayed in the Preview Panel. You can select multiple groups, see Groups Preview Panel image below.
 
To Create a Group:
  1. In the Contacts Secondary menu, click the Groups Add icon.
  2. In the New group screen, enter a name for your group in the Title field.
  3. Select a color option for this group.
  4. Enter the name or email address for your contact in the Add Contacts field.
  5.   Click Save.
To Edit a Group:
  1. In the Contacts Secondary menu, click the Group that you want to modify.
  2. Edit the group details and click Save
To Delete a Group:
  1. In the Contacts Secondary menu, click the Group that you want to delete.
  2. On the Edit Group screen, click the Trashcan icon. 
  3. On the confirmation dialog, click Ok.
 
 

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