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Adding or Editing the Contacts Groups

Updated on : August 26, 2022

Adding a new contact group

To add a new contact group, follow  the given steps:

  1. Open the contact groups module.
  2. Click the Create Contact Group button on the right to open a dialog.
Create Contact Group Button
Create Contact Group Button
  1. Enter the required fields and then click the Add button.
Create Contact Group Dialog
Create Contact Group Dialog
  1. To add a new custom field to the contact group, click the Configure Fields option. You can add these custom fields in the contact form. To use the Create Contact Group option, the admins should enable the Manage fields and forms permission.
Configuration Field Option
Configuration Field Option

Note: When you add domains to a contact group, all the contacts whose email addresses contain these domains will be automatically added to this contact group. For example, When you add the domain techinfo.com to the contact group. When a new contact with the email address XYZ@techinfo.com is added, that contact is automatically mapped to the contact group whose domain is techinfo.com. Each contact group should have a unique domain. The same domain cannot be added to multiple contact groups.

Add a Domain Field
Add a Domain Field


Editing a contact group

The Editing a contact group option allows you to make changes to the added contact groups. To edit a contact group, follow the given steps:

  1. Click the edit icon to open a dialog box with the previously added entries.
  2. Make changes as needed in the previous entries.
  3. After making changes, click the Update option to update the changes in the contact groups.
Edit Icon
Edit Icon


Permission for add or edit contact group

To access the add or edit contact group option, you should enable the Create or edit contact groups permission.

Create or Edit Contact Groups Permission
Create or Edit Contact Groups Permission

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