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To create, edit, and delete a contact group (NC005)
To create, edit, and delete a contact group (NC005)

To create, edit, and delete a contact group (NC005)

Updated over a year ago

PEAK software allows you to assign groups to contacts for categorization purposes. You can create, edit, and delete contact groups following the example below:

1. Creating a Contact Group:

Step 1: Go to the "Contacts" menu and click on the "+" (plus) sign in the left sidebar. Then select "Create Custom Group" from the submenu.

The system will display a page where you can enter the group name and description. Once done, click the "Create" button.

Step 2: Navigate to the "All" list > Select the contact names you want to add to the group > Click the "+ Assign to Group" button.

Step 3: Click the dropdown menu to select the desired group > Click the "+ Add" button.

After adding the contacts to the group successfully, you can view the contact information using two menus:

  • Standard Group menu: It displays all the contacts, with their respective groups specified in the group column.

  • Custom Group menu: It shows the contacts specifically added to the newly created group.

2. Removing a Contact from a Group:

Step 1: Select the group from which you want to remove a contact > Click the "X" symbol to remove the contact.

Step 2: The system will display a message to confirm the removal of the contact from the group. Click the "Confirm" button.

3. Deleting a Contact Group:

Step 1: Select the contact group you want to delete > Click the dropdown menu in the options button > Select "Delete Group."

Step 2: The system will display a message to confirm the deletion of the contact group. Click the "Confirm" button.

- End of To create, edit, and delete a contact group -

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