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How to Add or Delete Groups on Several Contact Records

September 27, 2019 14:51
Updated

1. From the Contact Management DMC, select the records you would like to include in the Mass Update by placing a check in the boxes associated with the records you would like to change.

Figure: Contacts DMC with Records Selected for Mass Update Screen.

2. Select the Mass Update button.

3. Navigate to the Add or Delete A Group tab. The following screen appears:

Figure: Mass Update Screen – Add or Delete Group.

4. Select the Group you would like to add or delete from the contact records on the left hand side of the screen. Fill out the other fields as necessary.

5. Select the Add Group to instantly assign the selected contacts to a group or select the Delete Group to remove the selected contacts from a group.

6. All records will be changed to reflect the new information.

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