How To Customize (or add) New Groups

Date: January 31st, 2011 | Category: dsAgentReach, dsSearchAgent


Groups are simply put, a way to organize your Contacts. If you think of your contact as a single sheet of paper, you can think of the groups as file folders that your contact can go into. Note: Your contact can only be in one group at a time.

Examples of Groups:

Adding New Groups:

Editing a Group:

To edit a group, click on the icon in the lower right of the group that looks like two people with a pencil (here, you can change the name to whatever you’d like).

Deleting a Group:

To delete a group, click on the red icon in the lower right of the group.

Article published on Diverse Solutions Help Desk - http://helpdesk.diversesolutions.com

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