How to setup a new group from the Contact Search Center?

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    How to setup a new group from the Contact Search Center


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    Creating a new group from the Contact Search Center:

    [STEPS]
    1. Go To > Search > Contact Search Center
    2. Define your search criteria and search for your required records 

    NOTE: If you are adding people from an already existing filter/group you can click on the filter/group button and then double click on your filter/group to activate it within the Contact Search Center

    3. In the result set tag via the check box the contacts you wish to add to the group
    4. Click the  'Add to' drop down button > New Contact Group 


    5. Enter in a new group name under Group:
    6. Select the appropriate User from the User drop down list (default is current user)
    7. Select or Create a code for your group if applicable 
    8. Click OK to save


    9. In the second pop up window, create or select membership reference and Sort Field if applicable 
    10. Click OK to save