How to quickly add Contacts manually to a Contact Group without recreating or running the Group Building wizard again?

Version 1

    Details

    - How to quickly add Contacts manually to a Contact Group without recreating or running the Group Building wizard again?
    - Is there a best practice to add contact records to an existing Contact Group?


    Resolution

    A. Adding Contact records via the Contact Search Center

    1. Go To > Search > Contact Search Center
    2. Define your search criteria and search for your required records
    3. In the result set tag via the check box the contacts you wish to add to the group

    4. Click 'Add to' drop down button > Contact Group



    5. Select the appropriate User from the User drop down list
    6. Select the appropriate Contact Group the contact records should be added to

    7. If applicable add a Membership Reference and Sort



    8. OK

    [ADDITIONAL NOTE]

    - via selecting  'Add to' drop down button > New Contact Group, a new Contact Group can be created and the tagged / selected record(s) be added to the newly created group.


    B. Adding single Contact records via their Members tab

    1. Browse to a desired contact record
    2. Browse to the Members tab
    3. Right Click > New



    4. Select the appropriate User from the User drop down list
    5. Select the appropriate Contact Group the contact records should be added to

    6. If applicable add a Membership Reference and Sort



    7. OK



    C. Drag and Drop Members from the Contact Search Center into an opened Contact Group


    - This requires GoldMine being used in windowed mode - via Window > Arrange By > Classic View or by click on the Classic view icon on the Tabs in Tabbed view



    - This works only for a single contact record and not for several tagged/selected Contact records, please use in such cases the method A. instead

    1. Go To > Groups
    2. Browse to the desired Contact Group, so that it appears as highlighted
    3. Go To > Search > Contact Search Center
    4. Define your search criteria and search for your required records
    5. Arrange both windows so that they are visible at the same time



    6. Drag the desired Contacts from the Contact Search Center and drop them into the Members pane of the Contact Group (the mouse changes into a contact icon)




    D. Add current active Contact record to group via Group interface

    1. Browse to the desired Contact Record
    2. Go To > Groups
    3. Browse to the desired Contact Group, so that it appears as highlighted
    4. Add Member Button  (right at the Members pane)
    5. If applicable add a Membership Reference and Sort



    6. OK

    [ADDITIONAL NOTE]
    - In order to add further contact records to a Contact Group based on certain criteria, for example Contact Records matching a filter, tagged Contact Records, or based on activities or supplemental contact data

    1. Go To > Groups
    2. Browse to the desired Contact Group, so that it appears as highlighted
    3. Right Click > Add New Member(s)



    4. Proceed with the upcoming Group Building Wizard as desired