Contact Groups
The Contact Groups section allows you to view and manage groups used to organize contacts within the platform.
Figure 1. Contact Groups list
Contact Groups List
The list displays the main information for each registered group.
Identifies the contact group by its code.
Displays the name assigned to the group.
Displays the notes registered for the group.
Indicates whether the group is active.
Available Actions
Allows you to locate groups within the list.
Allows you to register a new contact group.
Create Contact Group
The Create Contact Group option allows you to register a new group.
Figure 2. Create Contact Group
Allows you to define the code used to identify the group.
Allows you to define the name of the contact group.
Allows you to define whether the group is active.
Allows you to add additional information associated with the group.
The Code and Name fields are required.
Actions
Creates the contact group using the entered information.
Saves the current record and starts the creation of a new one.
Closes the form without creating the contact group.
Once created, the group becomes available in the Contact Groups list for viewing and management.