👥 How to Create and Manage Contact Groups
👥 How to Create and Manage Contact Groups
Create contact groups to simplify communications.
In Code Contract, organizing your external contacts into groups makes communication and the management of projects, clients, or collaborators easier.
Create a contact group
- Go to the Contacts section in the main menu.
- Click Create new group.
- Assign a descriptive name to the group (e.g., Clients 2025 or External Suppliers).
- Add the contacts you want to include in the group by selecting them from your list.
- Save the group to have it available for future use.
Manage a contact group
- To add or remove contacts within a group, open the group, select the contacts, and use the add/remove options.
- You can rename the group at any time from its settings.
- Groups allow you to send bulk communications or assign tasks more easily.
