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Contact groups are used to collect customers and/or suppliers together for various tasks such as producing a mailing.
A group is identified by its name and description, both of which are
listed in this window.
Creating
A Group
To create a new group, click the New button. This will take
you to the Group Members window, where you will be able to
set up the group name, description and membership.
Editing
A Group
To display and edit the members of an existing group, click on its line in
the list, and then click the Display button. This brings up
the Group Members window, where you are free to alter the
membership of the group, or even the group name and description.
Searching
for Groups
The Search button allows you to search through the current
list of groups, in either the Group Name or Group Description
details. The search does not need to be an exact match - for
instance, you could search for 'Plymouth' in group descriptions to
pick out any and all groups who have the word 'Plymouth' as part or
all of their description.
Sorting
The List
You will notice that the top of
each column has two arrowheads beside the column name. These are
sort arrows, and allow you to alphanumerically re-order the list
based on that column. The upward arrowhead orders the column from a
to z. The downward arrowhead orders the column from z to a. When you
click on an arrowhead, the other arrowheads disappear to indicate
that you are sorting the list based on the order in that column. To
un-sort the list, click on the arrowhead again, and all the
arrowheads will reappear.
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