Contact Groups Single Dialog Workspace
Use this workspace to create and maintain contact groups.
A contact group is a group of contact companies and/or contact persons. You can use contact groups to bind together related contact persons.
For instance, if you have many contact persons within the same contact company, you can group these contact persons in this workspace, providing a better overview of your contact options in that company. You can also group contact persons who work in similar functions within different companies or group contact companies according to their line of business.
In the Contact Groups tab, you can enter information about the current contact group, as well as a contact group type, based on the information that Maconomy suggests in the option list fields in this tab and the Contact Group Members sub-tab. You can create a line for each combination of contact company and contact person to be part of the group.
Contact groups are for information only and have no relation to campaign or event functionality.
- Related Topics:
- Contact Groups Tab
This section includes the fields and descriptions for the Contact Groups tab. - Contact Group Members Sub-Tab
This section includes the fields and descriptions for the Contact Group Members sub-tab.