Contact Groups are currently used by Saasu to run multiple tasks at once for a group such as a batch of automated recurring sales. To add a Contact group:
- View > Contacts > Contact Groups > Add
- In the Name field enter a name or code that identifies this group.
- In the Members section start typing the first Contact Name in the field provided to reveal matches you can add.
- Click the plus icon to add extra members as required.
Deactivate a Contact Group if no longer required by un-checking the This Item is Active checkbox.
You can list your Contact Groups by selecting View > Contact Groups. Filter by Active, Inactive or –All– Contact Groups as needed. You can also narrow down the list by specifying whether you want to display this list for types used for Sales or Purchases.