Add New Contacts to Conversation Groups

Use Conversation Groups in the Advanced Tools submodule in the Settings module to add new contacts to selected conversation groups.

To use Conversation Groups in the Advanced Tools submodule, you must have access to Settings as defined in User Access Rights under Settings.

To add a new contact to a conversation group:

1. On the main toolbar, click Settings .
2. If you have more than one Company in your WorkBook system, use the drop-down list above the left pane of the Settings page to select the Company that contains the conversation group to which you want to add a new contact.
3. In the left pane of the Settings screen, click Advanced Tools > Conversation Groups.
4. Highlight the conversation group to which you want to add a contact.
5. On the toolbar of the bottom grid, click Add New Contact .
6. In the Add a Contact to the Group dialog box, use the drop-down list to select the contact that you want to add, and click OK.